Financial Service Representative

CIBC

Ottawa, Canada
Client engagement and relationship building
Financial product and solution recommendation
Leveraging mobile banking applications
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, employee share purchase plan, 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
  • Financial product and solution recommendation
  • Leveraging mobile banking applications
  • On-site full-time work environment
  • Face to face customer service
  • Proactive behavior

Nice-to-have

  • Goal oriented and detail focused
  • Passionate about people and learning
  • Building trust through respect and authenticity
  • Digital literacy
  • Teamwork and accountability

Key Requirements

  • 1 year experience in working with clients
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Achieving sales results
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter