Financial Services Representative

CIBC

Unknown, Unknown, CA
Competitive salary; incentive pyy included; benefi...
On-site full-time
Current mutual funds license (csc or ific)
1 year experience in client-facing sales
Flexible to work evenings and weekends
CIBC is seeking a Financial Services Representative to join their Personal and Business Banking team, focusing on building client relationships and providing tailored financial solutions. The role emphasizes client engagement, relationship building, and leveraging technology to enhance client experiences

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
  • Employees are expected to leverage technology by introducing clients to mobile banking applications to better manage their needs.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, and a paid day off dedicated to growth called Purpose Day.

Matching Summary

Match Score: 85

CIBC is seeking a Financial Services Representative to join their Personal and Business Banking team, focusing on building client relationships and providing tailored financial solutions. The role emphasizes client engagement, relationship building, and leveraging technology to enhance client experiences.

Salary

Competitive salary; Incentive pay included; Benefits program and pension plan available

Skills & Requirements

Must-have

  • Current Mutual Funds License (CSC or IFIC)
  • 1 year experience in client-facing sales
  • Flexible to work evenings and weekends
  • Willingness to travel between multiple banking centres

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for building diverse networks
  • Critical thinking and attention to detail
  • Goal-oriented mindset with purposeful engagement

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Minimum 1 year experience working with clients
  • Legal eligibility to work in Canada
  • Valid work or study permit if applicable

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter