Financial Service Representative

CIBC

Yarmouth, Canada
Client engagement and relationship building
Understanding financial and personal goals
Recommending products and solutions
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.
  • 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
  • Understanding financial and personal goals
  • Recommending products and solutions
  • Leveraging mobile banking applications
  • Working in a Banking Centre environment

Nice-to-have

  • Putting clients first and going the extra mile
  • Goal-oriented and detail-oriented
  • Passionate about people and building trust
  • Love to learn and grow knowledge

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Legally eligible to work at the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter