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.
At CIBC, your goals are a priority and they aspire to give you a career, rather than just a paycheck.
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 advice
Financial planning and solutions
Relationship building and outreach
Leveraging mobile banking applications
On-site full-time work
Nice-to-have
Goal-oriented and detail-oriented
Passionate about people and learning
Building trust through respect and authenticity
Embracing strengths and ambitions
Expressing ambition through initiatives
Key Requirements
1 year experience in client work and sales
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Legally eligible to work in Canada
Prior banking experience in a similar capacity (asset)