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.
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers.
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
Understanding client financial goals
Recommending financial products and solutions
Leveraging mobile banking applications
On-site full-time work environment
Nice-to-have
Putting clients first and going the extra mile
Goal-oriented and detail-oriented approach
Passionate about people and building trust
Continuous learning and knowledge growth
Values trust, teamwork, and accountability
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)