Financial Service Representative, Granby

CIBC

Granby, Quebec, Canada
Client engagement and relationship building
Understanding financial and personal goals
Recommending financial products and solutions
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 they aspire to give you a career, rather than just a paycheck.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

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.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Understanding financial and personal goals
  • Recommending financial products and solutions
  • Leveraging mobile banking applications
  • On-site full-time work environment

Nice-to-have

  • Passionate about people and learning
  • Goal-oriented and detail-oriented
  • Building trust through respect and authenticity
  • Embracing strengths and ambitions

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter