Financial Services Representative II
Description
The role involves building strong client relationships within a fast-paced banking center, understanding their financial and personal goals, and providing tailored advice and solutions. Responsibilities include engaging clients, offering financial planning, deepening existing relationships through marketing, and educating clients on mobile banking technology to enhance their banking experience. This position requires full-time on-site work and flexibility regarding banking center hours and locations.
What We're Looking For
Meet with clients to understand their personal and business priorities and advise on financial solutions and plans.,Engage in marketing and outreach activities to build and deepen client relationships.,Introduce clients to mobile banking applications and help them manage their banking needs.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.,Work full-time on-site.,Possess current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,Demonstrate 1 year of experience in 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 (asset).
Minimum Education
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week; flexible banking centre hours including evenings and weekends
Benefits
Special Commitments
Must be flexible to work banking centre hours (evenings and weekends) and 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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