Financial Services Representative Ii

CIBC

Fort Saint John, BC, Canada
On-site
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial products and solutions
CIBC is seeking a Financial Services Representative II for its Fort Saint John location, focusing on building strong client relationships and providing tailored financial solutions. The role emphasizes client engagement, relationship building, and leveraging technology to enhance customer experiences within a fast-paced banking environment

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.
  • You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
  • At CIBC, your goals are a priority and they strive to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Services Representative II for its Fort Saint John location, focusing on building strong client relationships and providing tailored financial solutions. The role emphasizes client engagement, relationship building, and leveraging technology to enhance customer experiences within a fast-paced banking environment.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Leveraging technology for client needs
  • Understanding financial products and solutions

Nice-to-have

  • Putting clients first and going the extra mile
  • Goal-oriented and detail-oriented approach
  • Passion for people and building trust

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter