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, and deepen existing relationships.
CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and a vacation offering.
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 client service
Mandarin or Cantonese language skills
Nice-to-have
Goal-oriented and driven
Passionate about people and learning
Values trust, teamwork, and accountability
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year of client-facing experience with sales results