CIBC is seeking a Financial Services Representative to join their Personal and Business Banking team in Georgetown, Canada. The role emphasizes client engagement, relationship building, and leveraging technology to assist clients in achieving their financial goals
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.
You’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.
At CIBC, your goals are a priority and we strive to create opportunities to tap into your potential.
Matching Summary
Match Score: 85
CIBC is seeking a Financial Services Representative to join their Personal and Business Banking team in Georgetown, Canada. The role emphasizes client engagement, relationship building, and leveraging technology to assist clients in achieving their financial goals.
Skills & Requirements
Must-have
Client engagement
Relationship building
Leveraging technology
Nice-to-have
Goal oriented
Critical thinking skills
Passionate about people
Values matter
Key Requirements
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results