Financial Services Representative - Kapuskasing, On

CIBC

Kapuskasing, ON, Canada
On-site
Relationship-oriented banking
Client engagement and advice
Cash management, credit, investment
CIBC is seeking a Financial Services Representative for their Kapuskasing location, focusing on relationship-building and client engagement within a fast-paced banking environment. The role requires a client-first approach, effective communication skills, and relevant qualifications, including a Mutual Funds License

Job Summary

  • Foster key relationships with clients, understand their financial and personal goals, and provide tailored service.
  • Engage in marketing and outreach activities to grow your network and deepen existing relationships.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Services Representative for their Kapuskasing location, focusing on relationship-building and client engagement within a fast-paced banking environment. The role requires a client-first approach, effective communication skills, and relevant qualifications, including a Mutual Funds License.

Skills & Requirements

Must-have

  • relationship-oriented banking
  • client engagement and advice
  • cash management, credit, investment
  • leveraging mobile banking applications

Nice-to-have

  • putting clients first
  • goal-oriented and driven
  • attention to detail
  • passionate about people
  • love to learn

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter