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Financial Services Representative (12 Months Contract)

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Description

As a Financial Services Representative in the Personal and Business Banking team, you will work in a banking centre to build relationships with clients, understand their financial goals, provide tailored services, and recommend suitable products and solutions to help them achieve financial success. This role involves working flexible banking centre hours, including evenings and weekends, and potentially at multiple banking centres within a reasonable travel distance.

What We're Looking For

Foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service.,Recommend the right products and solutions for clients' financial success.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.,Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Introduce clients to mobile banking applications and other technologies.

Ideal Candidate

Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year experience in working with clients and achieving sales results.,Prior banking experience in a similar capacity is an 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 focus
Goal-oriented
Critical thinking
Relationship building
Eagerness to learn
Trust
Teamwork
Accountability

Work Hours

37.5 hours/week, flexible banking centre hours including evenings and weekends

Benefits

Competitive compensation
banking benefit
wellbeing support
employee and family assistance programs
MomentMakers (social, points-based recognition program).

Special Commitments

Must be willing to work flexible hours including evenings and weekends, must be willing to work at multiple banking centres within a reasonable travel distance, requires full-time on-site work.

About the Company

C

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
View all jobs at Canadian Imperial Bank of Commerce (CIBC)

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