Financial Services Representative II (Contract/Secondment)
Description
As a Financial Services Representative, you will work within the Personal and Business Banking team in a fast-paced Banking Centre. Your role involves building strong client relationships, understanding their financial goals, offering tailored advice and services, and recommending suitable products and solutions to support their financial success. This position requires flexibility to work various banking centre hours, including evenings and weekends.
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 to help clients achieve their goals.,Engage in marketing and outreach activities to build and deepen client relationships and community connections.,Work collaboratively within a team to ensure clients are connected with appropriate resources and opportunities.,Become proficient in technology and introduce clients to mobile banking applications to help manage their banking needs.
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, flexible banking centre hours including evenings and weekends
Benefits
Special Commitments
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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.