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, grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
At CIBC, your goals are a priority, and they aspire to give you a career rather than just a paycheck, offering competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.
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 and relationship building
Financial product and solution recommendation
Leveraging technology for client service
Understanding client financial goals
Nice-to-have
Goal oriented and detail-oriented
Passionate about people and learning
Values innovation and collaboration
Building trust through respect and authenticity
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results