Financial Services Representative II
Description
The Financial Services Representative II position, part of the Personal and Business Banking team, involves working in a fast-paced Banking Centre. The role focuses on building client relationships, understanding their financial goals, providing tailored service, and recommending suitable products and solutions to support their financial success. This role requires flexibility to work banking centre hours, including evenings and weekends, and potentially at multiple banking centres within a reasonable travel distance.
What We're Looking For
Engage with clients to understand their personal and business priorities, offering advice and forward-looking financial plans using knowledge of cash management, credit, investment, and wealth protection.,Participate in marketing and outreach activities to build and deepen client relationships and networks, ensuring clients are connected to appropriate opportunities.,Utilize technology to assist clients with mobile banking applications and other digital tools.,Prioritize clients, striving to find suitable solutions and going above and beyond to make a difference.,Be goal-oriented and motivated to achieve objectives.,Possess strong attention to detail and critical thinking skills for informed decision-making.,Value relationships, building trust through respect and authenticity.,Be passionate about continuous learning and personal growth.,Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,At least 1 year of experience working with clients and achieving sales results.
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
Soft Skills
Work Hours
37.5 hours/week, with flexibility for evenings and weekends
Benefits
Special Commitments
Flexible to work banking centre hours (evenings and weekends). 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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