Financial Services Representative

CIBC Capital Markets

Georgetown, Canada
**
Client engagement
Relationship building
Leveraging technology
** CIBC Capital Markets is seeking a Financial Services Representative for their Georgetown location, focusing on building strong client relationships and providing tailored financial solutions. The ideal candidate will have a client-first mindset, relevant financial experience, and the ability to engage in a fast-paced banking environment. **

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.
  • You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
  • We work to recognize you in meaningful, personalized ways including 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

Match Score: 75

** CIBC Capital Markets is seeking a Financial Services Representative for their Georgetown location, focusing on building strong client relationships and providing tailored financial solutions. The ideal candidate will have a client-first mindset, relevant financial experience, and the ability to engage in a fast-paced banking environment. **

Skills & Requirements

Must-have

  • client engagement
  • relationship building
  • leveraging technology

Nice-to-have

  • goal oriented
  • critical thinking skills
  • passionate about people
  • values matter

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in working with clients and achieving sales results

Work Rights

Not specified

Tailored Resume

Cover Letter