Financial Services Representative Ii

CIBC

Surrey, Canada
Client engagement and relationship building
Financial product knowledge
Leveraging technology for client service
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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and MomentMakers.

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 knowledge
  • Leveraging technology for client service
  • On-site full-time work environment

Nice-to-have

  • Goal oriented and detail focused
  • Passionate about people and learning
  • Values trust, teamwork, and accountability

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results
  • Legally eligible to work at the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter