Full-Time

On-Site

Financial Services Representative - Walkerton, ON

CCanadian Imperial Bank of Commerce (CIBC)302 Durham Street East, Walkerton, ON0

Description

As a Financial Services Representative at CIBC, you will engage with clients to understand their financial and personal goals, provide tailored services, and recommend suitable products and solutions. The role involves client engagement, relationship building, and leveraging technology to help clients with their banking needs. You will work in a fast-paced Banking Centre and may be required to work evenings and weekends, and potentially at multiple banking centres within a reasonable travel distance.

What We're Looking For

Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans.,Use knowledge of cash management, credit, investment, and wealth protection to help clients.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow network and work as a team to connect clients to opportunities.,Become a technology expert and introduce clients to mobile banking applications.

Ideal Candidate

Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year experience working with clients and achieving sales results.,Prior banking experience (asset).

Hard Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Soft Skills

Client-first mindset

Goal oriented

Attention to detail

Critical thinking

Passionate about people

Relationship building

Continuous learning

Trust

Teamwork

Accountability

Work Hours

37.5 hours/week

Benefits

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers (social, points-based recognition program)

Special Commitments

Willingness to work evenings and weekends.,Flexibility to work at multiple banking centres within reasonable travel distance.,Legally eligible to work in Canada/Walkerton and possess a valid work or study permit if applicable.

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.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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