Financial Services Representative Ii

CIBC Capital Markets

Vancouver, Canada
On-site
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial products and solutions
Foster key relationships with clients, understand their financial and personal goals, and provide tailored service

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.
  • Become a technology expert and introduce clients to mobile banking applications.

Matching Summary

Foster key relationships with clients, understand their financial and personal goals, and provide tailored service.

Skills & Requirements

Must-have

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

Nice-to-have

  • Client-centric approach
  • Goal-oriented and driven
  • Attention to detail and critical thinking
  • Passion for people and building trust

Key Requirements

  • 1 year experience in client work and sales
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter