Universal Banker - Mandarin/cantonese

CIBC

Toronto, Ontario, Canada
Competitive salary; incentive pyy available; banki...
1 year experience working with clients
Achieving sales results
Current mutual funds license accreditation
The role involves proactively engaging with clients to understand their priorities and provide forward-looking financial plans

Job Summary

  • The role involves proactively engaging with clients to understand their priorities and provide forward-looking financial plans.
  • CIBC offers a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan as part of the compensation package.
  • Team members are expected to leverage mobile and online banking options to recommend the right products for client success.

Matching Summary

The role involves proactively engaging with clients to understand their priorities and provide forward-looking financial plans.

Salary

Competitive salary; Incentive pay available; Banking benefits and pension plan included

Skills & Requirements

Must-have

  • 1 year experience working with clients
  • Achieving sales results
  • Current Mutual Funds License accreditation
  • Good standing in professional accreditation
  • Ability to work evenings and weekends

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for people and relationships
  • Strong critical thinking skills
  • Curiosity and love to learn
  • Diverse network of partners

Key Requirements

  • 1 year client-facing experience
  • Sales achievement track record
  • Mutual Funds License (CSI or IFIC)
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter