Financial Service Representative - Sherbrooke

CIBC

Sherbrooke, Canada
Base: not specified; bonus/equity: incentive pyy a...
Client engagement and advisory
Relationship building and networking
Use of mobile banking technology
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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, vacation offerings, wellbeing support, and a social recognition program called MomentMakers.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and provides accommodations during the hiring process.

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.

Salary

Base: Not specified; Bonus/Equity: Incentive pay available; Benefits: Banking benefits, pension plan, employee share purchase plan, vacation, wellbeing support

Skills & Requirements

Must-have

  • Client engagement and advisory
  • Relationship building and networking
  • Use of mobile banking technology
  • Flexible work hours including evenings and weekends
  • On-site full-time work
  • Sales and client service experience

Nice-to-have

  • Goal oriented and motivated
  • Critical thinking skills
  • Passionate about learning and growth
  • Values trust, teamwork, and accountability
  • Ability to work at multiple banking centres

Key Requirements

  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Minimum 1 year client-facing sales experience
  • Legal eligibility to work in Canada

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter