Financial Services Representative

CIBC Capital Markets

Victoria, Canada
Client engagement and relationship building
Financial product knowledge
Leveraging technology for clients
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, grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • At CIBC, your goals are a priority, and they aspire to give you a career rather than just a paycheck, offering a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

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
  • Financial product knowledge
  • Leveraging technology for clients
  • On-site full-time work environment
  • Meeting client financial goals

Nice-to-have

  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Building trust through respect
  • Embracing strengths and ambitions
  • Values-driven work culture

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 in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter