Financial Services Representative

CIBC

Courtenay, Canada
Client engagement and relationship building
Leveraging technology for client needs
Understanding cash management and credit
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, grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
  • At CIBC, your goals are a priority; we aspire to give you a career, rather than just a paycheck, with a competitive salary, incentive pay, banking benefits, and a defined benefit pension plan.

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 and relationship building
  • Leveraging technology for client needs
  • Understanding cash management and credit
  • Financial and personal goal advising
  • On-site full-time work environment

Nice-to-have

  • Goal oriented and detail focused
  • Passionate about people and learning
  • Building trust through respect
  • Embrace strengths and ambitions
  • Values driven work environment

Key Requirements

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

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter