Financial Services Representative, Sept-Iles
Description
As a Financial Services Representative within the Personal and Business Banking team, you will work in a dynamic Banking Centre environment. Your role involves building strong client relationships, understanding their financial and personal objectives, providing personalized service, and recommending suitable products and solutions to support their financial success. You will also be responsible for engaging in marketing activities, growing your professional network, and helping clients utilize mobile banking applications.
What We're Looking For
Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.,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.,Work collaboratively as part of a team to connect clients with appropriate resources and opportunities.,Become proficient in technology and introduce clients to mobile banking applications.,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.,Flexibility to work banking centre hours, including evenings and weekends.,Flexibility to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, may include evenings and weekends
Benefits
Special Commitments
Must be flexible to work at multiple banking centres within a reasonable travel distance. May be asked to complete a French proficiency test.
Also Available At
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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