Financial Services Representative Ii

CIBC

Guelph, Ontario, Canada
Client engagement and relationship building
Understanding financial and personal goals
Recommending financial products and solutions
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, and they aspire to give you a career rather than just a paycheck, offering 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
  • Understanding financial and personal goals
  • Recommending financial products and solutions
  • Leveraging technology for client service
  • On-site full-time work environment

Nice-to-have

  • Goal oriented and detail-oriented
  • Passionate about people and learning
  • Building trust through respect and authenticity
  • Embracing strengths and ambitions
  • Values trust, teamwork, and accountability

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

Not specified

Tailored Resume

Cover Letter