Financial Services Representative
Description
The Financial Services Representative at CIBC will join the Personal and Business Banking team, focusing on building client relationships. This role involves understanding client financial goals, providing tailored advice, and recommending suitable products and solutions in areas like cash management, credit, investments, and wealth protection. The representative will also engage in marketing activities, grow their network, and educate clients on mobile banking applications.
What We're Looking For
Meet with clients to understand personal and business priorities and provide financial plans.,Advise clients on solutions using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Leverage technology to introduce clients to mobile banking applications.,Put clients first, engaging with purpose to find solutions.,Goal-oriented with a focus on delivering results.,Attention to detail and strong critical thinking skills.,Passionate about building relationships and fostering a diverse network.,Committed to continuous learning and professional growth.,Flexible to work banking centre hours, including evenings and weekends.,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 (asset).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be flexible to work banking centre hours which may include evenings and weekends.,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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