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CIBC is seeking a Financial Services Representative for their Lennoxville branch, focused on building strong client relationships and providing tailored financial advice. The ideal candidate will have a client-centric approach, a background in sales, and relevant financial certifications.
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Job Summary
The role focuses on building key client relationships by understanding their personal and business financial goals to provide tailored solutions.
Employees are expected to leverage mobile banking applications and other technologies to enhance the customer experience and manage client needs effectively.
CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a unique paid day off dedicated to employee growth and development.
Matching Summary
Match Score: 75
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CIBC is seeking a Financial Services Representative for their Lennoxville branch, focused on building strong client relationships and providing tailored financial advice. The ideal candidate will have a client-centric approach, a background in sales, and relevant financial certifications.
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Salary
Competitive salary; Incentive pay available; Benefits program and pension plan included
Skills & Requirements
Must-have
Client relationship management
Financial product knowledge
Mobile banking technology usage
Sales goal achievement
Flexible availability including evenings
Nice-to-have
Previous banking experience
Strong critical thinking skills
Passion for continuous learning
Diverse networking abilities
Authentic interpersonal approach
Key Requirements
Valid securities license (Funds Investment Course or Securities Course)
Minimum one year of client-facing sales experience