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.
You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
At CIBC, your goals are a priority, and we aspire to give you a career, rather than just a paycheck, with competitive compensation and benefits.
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
Customer experience and tailored service
Nice-to-have
Goal-oriented and detail-oriented
Passionate about people and learning
Building trust through respect and authenticity
Embracing strengths and ambitions
Making a meaningful impact
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results