Financial Services Representative - Kapuskasing, On

CIBC

Kapuskasing, ON, CA
Competitive salary; incentive pyy included; benefi...
Client engagement and financial planning
Relationship building and marketing outreach
Mobile banking application expertise
The role involves fostering key relationships with clients to understand their financial goals and provide tailored solutions

Job Summary

  • The role involves fostering key relationships with clients to understand their financial goals and provide tailored solutions.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off for professional development known as Purpose Day.
  • Team members are expected to be flexible regarding banking centre hours, including evenings and weekends, and may need to work at multiple locations.

Matching Summary

The role involves fostering key relationships with clients to understand their financial goals and provide tailored solutions.

Salary

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

Skills & Requirements

Must-have

  • Client engagement and financial planning
  • Relationship building and marketing outreach
  • Mobile banking application expertise
  • Flexible availability for evenings and weekends
  • Willingness to travel between banking centers

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for continuous learning and growth
  • Ability to work in a diverse network
  • Strong critical thinking and decision making skills

Key Requirements

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

Work Rights

Must have valid work or study permit if not a citizen

Tailored Resume

Cover Letter