Financial Services Representative

CIBC

Campbell River, Canada
Client engagement and relationship building
Understanding financial and personal goals
Tailored product and solution recommendations
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.
  • At CIBC, your goals are a priority, and we aspire to give you a career rather than just a paycheck, offering competitive compensation and a comprehensive benefits program.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong, seeking applicants with a wide range of abilities and providing an accessible candidate experience.

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
  • Tailored product and solution recommendations
  • Leveraging technology for client banking
  • On-site full-time work environment

Nice-to-have

  • Passionate about people and relationships
  • Goal-oriented and driven
  • Detail-oriented with critical thinking
  • Enthusiastic about continuous learning
  • Values trust, teamwork, and accountability

Key Requirements

  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • 1 year experience in client work and sales
  • Legally eligible to work in Canada

Work Rights

Not specified

Tailored Resume

Cover Letter