Financial Services Representative - Cantonese/mandarin

CIBC Capital Markets

Toronto, Canada
Cantonese/mandarin language proficiency
Client engagement and relationship building
Financial product and solution recommendation
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 they 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

  • Cantonese/Mandarin language proficiency
  • Client engagement and relationship building
  • Financial product and solution recommendation
  • Leveraging technology for client service
  • On-site full-time work environment

Nice-to-have

  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Values trust, teamwork, and accountability
  • Building diverse networks

Key Requirements

  • 1 year of client-facing sales experience
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter