Financial Services Representative

CIBC Capital Markets

Westmount, Quebec, Canada
Client engagement
Relationship building
Leveraging technology
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.
  • 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
  • Relationship building
  • Leveraging technology
  • Financial planning
  • Cash management
  • Credit
  • Investments

Nice-to-have

  • Goal oriented
  • Attention to detail
  • Critical thinking skills
  • Passionate about people
  • Build trust
  • Authenticity
  • Love to learn

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter