Financial Services Representative Ii

CIBC

Whitehorse, Canada
Client engagement and relationship building
Understanding client financial 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.
  • Engage in marketing and outreach activities to show clients you value them and their communities, grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • At CIBC, your goals are a priority, and they strive to create opportunities to tap into your potential with competitive compensation, banking benefits, and wellbeing support.

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 client financial goals
  • Recommending financial products and solutions
  • Leveraging technology for client service
  • Working in a Banking Centre environment

Nice-to-have

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

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter