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CIBC is seeking a Financial Services Representative II for their Cambridge location to provide tailored financial services and build relationships with clients. The role emphasizes client engagement, relationship building, and leveraging technology to enhance the banking experience. Candidates should have experience in client service, along with relevant financial certifications.
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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.
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
At CIBC, your goals are a priority and they strive to give you a career, rather than just a paycheck.
Matching Summary
Match Score: 75
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CIBC is seeking a Financial Services Representative II for their Cambridge location to provide tailored financial services and build relationships with clients. The role emphasizes client engagement, relationship building, and leveraging technology to enhance the banking experience. Candidates should have experience in client service, along with relevant financial certifications.
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Skills & Requirements
Must-have
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial and personal goals
Providing tailored service and solutions
Nice-to-have
Embracing strengths and ambitions
Making a meaningful impact
Valued for contributions
Investing in growth and development
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results