Financial Services Representative
Description
As a Financial Services Representative in Personal and Business Banking, you will work within a banking centre to build strong client relationships by understanding their financial and personal goals. You will provide tailored services, recommend appropriate products and solutions, and assist clients with their financial planning. This role involves meeting with clients, engaging in outreach activities, and leveraging technology to help clients manage their banking needs.
What We're Looking For
Foster key relationships with clients to understand their financial and personal goals,Provide informative and tailored service and recommend appropriate products and solutions,Advise clients on financial solutions and provide forward-looking financial plans,Utilize knowledge of cash management, credit, investment, and wealth protection,Engage in marketing and outreach activities to build and deepen client relationships,Introduce clients to mobile banking applications and other banking technologies,Flexibility to work banking centre hours, including evenings and weekends,Flexibility to work at multiple banking centres within a reasonable travel distance,Ability to work on-site full-time
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 is considered an asset
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours (may include evenings and weekends), flexible to work at multiple banking centres within a reasonable travel distance, must be legally eligible to work at the location(s) specified.
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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