Financial Services Representative
Description
As a Financial Services Representative within Personal and Business Banking, you will cultivate client relationships, understand their financial and personal objectives, and deliver customized services and solutions. This role involves providing advice on cash management, credit, investment, and wealth protection strategies, engaging in community outreach, and educating clients on mobile banking applications.
What We're Looking For
Foster key relationships with clients. Understand clients' financial and personal goals. Provide informative and tailored service. Recommend appropriate products and solutions. Advise on cash management, credit, investment, and wealth protection. Engage in marketing and outreach activities. Introduce clients to mobile banking applications. 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 or Investment Funds In Canada). 1 year of experience working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week; flexible, may include 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.
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