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Full-Time
On-Site

Financial Services Representative, Dollard-Des-Ormeaux

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Description

As a Financial Services Representative in the Personal and Business Banking team, you will work in a fast-paced Banking Centre. Your main responsibilities include building relationships with clients, understanding their financial and personal objectives, providing personalized service, and recommending suitable products and solutions to support their financial success. You will also engage in marketing activities, expand your professional network, and educate clients on mobile banking applications.

What We're Looking For

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.,Grow network and deepen existing relationships.,Introduce clients to mobile banking applications.,Flexibility to work banking centre hours, including evenings and weekends.,Flexibility to work at multiple banking centres within a reasonable travel distance.,On-site full-time work model.

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
Outbound Calls
Regulatory Requirements

Soft Skills

Results-Oriented
Critical Thinking
Relationship Building
Teamwork
Accountability
Trust
Learning Agility

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)
Purpose Day (paid day off for growth and development)

Special Commitments

Legally eligible to work at the location(s) specified.

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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