CIBC Capital Markets is seeking a Financial Services Representative who is dedicated to fostering relationships with clients and helping them achieve their financial goals. The ideal candidate will have experience in client engagement, a strong understanding of financial products, and a commitment to providing tailored service
Job Summary
The role involves fostering key relationships with clients to understand their financial goals and recommend tailored solutions.
Candidates must possess a current Mutual Funds License and demonstrate at least one year of experience achieving sales results.
CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off for growth known as Purpose Day.
Matching Summary
Match Score: 85
CIBC Capital Markets is seeking a Financial Services Representative who is dedicated to fostering relationships with clients and helping them achieve their financial goals. The ideal candidate will have experience in client engagement, a strong understanding of financial products, and a commitment to providing tailored service.
Salary
Competitive salary; Incentive pay available; Defined benefit pension plan included
Skills & Requirements
Must-have
Current Mutual Funds License required
1 year client-facing experience
Sales results achievement capability
Flexible availability for evenings/weekends
Willingness to work at multiple locations
Nice-to-have
Prior banking experience in similar capacity
Passion for diverse networks
Critical thinking skills
Technology adoption enthusiasm
Goal-oriented mindset
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)