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.
At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.
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 and personal goal understanding
Tailored service and product recommendation
Leveraging technology for client banking
On-site full-time work environment
Nice-to-have
Putting clients first and going the extra mile
Goal-oriented and detail-oriented approach
Passion for people and building trust
Continuous learning and knowledge growth
Values like trust, teamwork, and accountability
Key Requirements
1 year experience achieving sales results
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)