Financial Services Representative - 12 Months Contract
Description
The Financial Services Representative will work within a fast-paced banking center, building and fostering key relationships with clients. The role involves understanding clients' financial and personal goals, providing tailored service, and recommending appropriate products and solutions across cash management, credit, and investments to help them achieve financial success. It also includes promoting digital tools, engaging in marketing and outreach activities, and working towards targets to deepen client relationships.
What We're Looking For
Meet with clients to understand personal and business priorities, advise on solutions, and provide a forward-looking financial plan.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow network and collaborate with internal partners to connect clients to suitable opportunities.,Act as a technology expert, introducing clients to mobile banking applications to manage their banking needs.,Be flexible to work banking centre hours, including evenings and weekends.,Be 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 (CSC) or Investment Funds in Canada (IFIC)).,Certificate of Financial Services Advice (CFSA)/RRC (Quebec) is an asset.,Meets requirements for Canadian Investment Regulatory Organization (CIRO) or Autorité des marchés financiers (AMF) licensing.
Hard Skills
Soft Skills
Work Hours
Full-time; flexible banking centre hours, including evenings and weekends.
Benefits
Special Commitments
Must be 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.