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.
At CIBC, your goals are a priority and we aspire to give you a career, rather than just a paycheck.
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
Relationship building
Leveraging technology
Financial products knowledge
Sales results achievement
Nice-to-have
Goal oriented
Detail oriented
Passionate about people
Love to learn
Values matter
Key Requirements
1 year experience in working with clients
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)