Financial Services Representative Ii

CIBC

Vancouver, Canada
On-site
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial 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.
  • At CIBC, your goals are a priority, and they strive to give you a career rather than just a paycheck.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

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
  • Leveraging technology for client needs
  • Understanding financial products and solutions

Nice-to-have

  • Embracing strengths and ambitions
  • Making a meaningful impact
  • Building trust through respect and authenticity

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter