Financial Services Representative Opportunities - Gh Ontario Market

CIBC

Walkerton, Ontario, Canada
On-site
Client engagement
Relationship building
Leveraging technology
CIBC is seeking a Financial Services Representative for its Walkerton, Ontario location, focusing on building relationships with clients and providing tailored financial solutions. The role requires strong interpersonal skills, a client-first approach, and relevant financial certification, with full-time on-site work expected

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. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Services Representative for its Walkerton, Ontario location, focusing on building relationships with clients and providing tailored financial solutions. The role requires strong interpersonal skills, a client-first approach, and relevant financial certification, with full-time on-site work expected.

Skills & Requirements

Must-have

  • Client engagement
  • Relationship building
  • Leveraging technology

Nice-to-have

  • Putting clients first
  • Goal oriented
  • Attention to detail
  • Passion for people
  • Love to learn

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter