Financial Services Representative Ii

CIBC

Calgary, Canada
On-site
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial products and solutions
As a Financial Services Representative, you will 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 will 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.
  • You will meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan, using your knowledge of cash management, credit, investment and wealth protection.
  • 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 will 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
  • Expressing ambition through initiatives

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