Financial Service Representative - Montérégie

CIBC

Bedford, Canada
Client engagement and relationship building
Understanding financial and personal goals
Recommending financial products and solutions
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.
  • CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a 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
  • Understanding financial and personal goals
  • Recommending financial products and solutions
  • Leveraging mobile banking applications
  • Working in a Banking Centre environment

Nice-to-have

  • Goal oriented and detail oriented
  • Passionate about people and learning
  • Building trust through respect and authenticity
  • Embracing strengths and ambitions
  • Expressing ambition through initiatives

Key Requirements

  • 1 year experience achieving sales results
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter