Financial Services Representative

CIBC Capital Markets

Fort Macleod, Alberta, Canada
Client engagement and relationship building
Understand financial and personal goals
Recommend 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.
  • At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.

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
  • Understand financial and personal goals
  • Recommend products and solutions
  • Leveraging technology for clients
  • On-site full-time work environment

Nice-to-have

  • Passionate about people and relationships
  • Goal oriented and detail oriented
  • Love to learn and grow knowledge
  • Values trust, teamwork, and accountability

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter