Financial Service Representative Ii

CIBC

Invermere, Canada
Base: not specified; bonus/equity: incentive pyy a...
Client engagement and relationship building
Knowledge of cash management and credit
Use of mobile banking technology
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success

Job Summary

  • As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential, offering a competitive salary, incentive pay, benefits, pension plan, and employee share purchase plan.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and provides an accessible candidate experience.

Matching Summary

As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

Salary

Base: Not specified; Bonus/Equity: Incentive pay available; Benefits: Banking benefits, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Knowledge of cash management and credit
  • Use of mobile banking technology
  • Flexible to work evenings and weekends
  • Full-time on-site work
  • Sales results achievement

Nice-to-have

  • Goal oriented and motivated
  • Passionate about people and learning
  • Teamwork and accountability values
  • Critical thinking skills
  • Marketing and outreach activities

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year client-facing sales experience
  • Legal eligibility to work in location

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter