Financial Services Representative Ii

CIBC

Trail, BC, Canada
On-site
Client engagement
Relationship building
Leveraging technology
The Financial Services Representative II position at CIBC in Trail, BC, seeks a dedicated professional to build relationships with clients and provide tailored financial solutions. The role emphasizes client engagement, relationship building, and leveraging technology to enhance the banking experience

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.
  • You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
  • At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential.

Matching Summary

Match Score: 85

The Financial Services Representative II position at CIBC in Trail, BC, seeks a dedicated professional to build relationships with clients and provide tailored financial solutions. The role emphasizes client engagement, relationship building, and leveraging technology to enhance the banking experience.

Skills & Requirements

Must-have

  • client engagement
  • relationship building
  • leveraging technology

Nice-to-have

  • putting clients first
  • goal oriented
  • details matter
  • passionate about people
  • love to learn

Key Requirements

  • Mutual Funds License
  • 1 year experience working with clients
  • achieving sales results

Work Rights

Not specified

Tailored Resume

Cover Letter