Financial Service Representative

CIBC

Tillsonburg, ON, CA
Competitive salary; incentive pyy included; benefi...
Current mutual funds license (canadian securities course or investment funds in canada)
1 year experience in working with clients
Proven track record achieving sales results
The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • Employees are expected to leverage technology by introducing clients to mobile banking applications to better manage their needs.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off for growth known as Purpose Day.

Matching Summary

The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.

Salary

Competitive salary; Incentive pay included; Benefits program and pension plan offered

Skills & Requirements

Must-have

  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients
  • Proven track record achieving sales results

Nice-to-have

  • Prior banking experience in a similar capacity
  • Passion for growing knowledge continuously
  • Ability to work flexible hours including evenings and weekends

Key Requirements

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

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter