Financial Service Representative, Bedford
Description
This role involves building client relationships within a fast-paced Banking Centre, understanding their financial goals, and providing tailored service and solutions related to cash management, credit, investment, and wealth protection. The representative will engage in outreach activities, leverage technology to assist clients with mobile banking, and work collaboratively to connect clients with appropriate opportunities.
What We're Looking For
Meet with clients to understand personal and business priorities, advise on solutions, and provide financial plans.,Use knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Become proficient in technology and introduce clients to mobile banking applications.,Achieve sales results.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada),Prior banking experience in a similar capacity (asset)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours, which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.,Must be legally eligible to work at the location(s) specified.
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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