Financial Services Representative

CIBC Capital Markets

Campbell River, Canada
Client engagement
Relationship building
Leveraging technology
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
  • Relationship building
  • Leveraging technology
  • Financial planning
  • Cash management
  • Credit knowledge
  • Investment knowledge

Nice-to-have

  • Goal oriented
  • Attention to detail
  • Critical thinking skills
  • Passionate about people
  • Builds trust
  • Authenticity
  • Love to learn

Key Requirements

  • 1 year experience
  • Achieving sales results
  • Mutual Funds License
  • Canadian Securities Course
  • Investment Funds In Canada
  • Legally eligible to work

Work Rights

Not specified

Tailored Resume

Cover Letter