Financial Services Representative

CIBC

Toronto, Canada
Client engagement and relationship building
Financial planning and advice
Leveraging mobile banking applications
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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a 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 planning and advice
  • Leveraging mobile banking applications
  • Sales results achievement
  • On-site full-time work environment

Nice-to-have

  • Putting clients first
  • Goal-oriented and detail-oriented
  • Passionate about people and learning
  • Building trust through respect and authenticity
  • Prior banking experience

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients
  • Legally eligible to work in Canada

Work Rights

Must be legally eligible to work

Tailored Resume

Cover Letter