Financial Services Representative II
Description
The Financial Services Representative II will work in a fast-paced Banking Centre within the Personal and Business Banking team, focusing on building client relationships. Key responsibilities include understanding client financial goals, providing tailored services, and recommending suitable products and solutions. The role involves client engagement through advising on financial plans, cash management, credit, investment, and wealth protection. It also requires active relationship building through marketing and outreach, and leveraging technology by introducing clients to mobile banking applications. Flexibility to work varied banking hours (evenings/weekends) and at multiple banking centers is required, with the position being full-time and on-site.
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 goals.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow professional network and ensure clients are connected to relevant opportunities.,Become proficient in technology, introducing clients to mobile banking applications.,Flexibility to work banking centre hours, including evenings and weekends.,Ability to work at multiple banking centres within a reasonable travel distance.,Must work on-site full-time.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,Minimum 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
Flexible to work banking centre hours, including 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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