Financial Service Representative Ii

CIBC Capital Markets

Kamloops, Canada
On-site
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial products and solutions
CIBC Capital Markets is seeking a Financial Services Representative II in Kamloops, Canada, who will focus on building client relationships and providing tailored financial solutions. The ideal candidate should have a background in client engagement, possess a Mutual Funds License, and be ready to work full-time on-site

Job Summary

  • Foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • 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: 85

CIBC Capital Markets is seeking a Financial Services Representative II in Kamloops, Canada, who will focus on building client relationships and providing tailored financial solutions. The ideal candidate should have a background in client engagement, possess a Mutual Funds License, and be ready to work full-time on-site.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Leveraging technology for client needs
  • Understanding financial products and solutions

Nice-to-have

  • Client-centric approach
  • Goal-oriented and detail-oriented
  • Passionate about people and learning

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter