Financial Service Representative - Rouyn Noranda
Description
As a Financial Services Representative, you will join the Personal and Business Banking team in a dynamic Banking Centre. Your main responsibilities include building strong relationships with clients, understanding their financial and personal objectives, offering tailored services, and recommending suitable products and solutions to help them achieve financial success. The role also involves leveraging technology to assist clients with mobile banking and engaging in community outreach.
What We're Looking For
Meet with clients to understand their personal and business priorities and advise them on solutions.,Provide forward-looking financial plans using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to show clients value and grow networks.,Deepen existing client relationships and ensure clients are connected to the right opportunities.,Introduce clients to mobile banking applications and leverage technology effectively.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year of experience working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).
Minimum Education
Professional Certification (Mutual Funds License)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours including evenings and weekends; Flexible to work at multiple banking centres within a reasonable travel distance.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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