The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions
Job Summary
The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.
Employees are expected to leverage knowledge in cash management, credit, investments, and asset protection to help clients achieve success.
CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a culture that supports professional growth through initiatives like Purpose Day.
Matching Summary
The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.
Salary
Competitive salary; Incentive pay available; Benefits include pension and share purchase plan
Skills & Requirements
Must-have
Client relationship management
Financial planning and goal setting
Mobile banking technology proficiency
Sales and results orientation
Flexible availability including evenings
Nice-to-have
Previous banking experience
Strong networking abilities
Continuous learning mindset
Detail-oriented approach
Authentic interpersonal skills
Key Requirements
Current securities licensing (Mutual Funds or Investment Funds)
Minimum one year of client-facing sales experience