Financial Services Representative
Description
The Financial Services Representative at CIBC works within the Personal and Business Banking team in a banking centre. Key responsibilities include building strong client relationships, understanding their financial and personal goals, and providing customized financial solutions and product recommendations. The role also involves engaging in marketing activities, growing professional networks, and helping clients utilize mobile banking applications to manage their finances effectively.
What We're Looking For
Meet with clients to understand their personal and business priorities and provide advice on solutions.,Develop forward-looking financial plans, leveraging knowledge of cash management, credit, investment, and wealth protection.,Participate in marketing and outreach initiatives to foster client and community relationships.,Expand professional networks and deepen existing client relationships, collaborating with team members to connect clients with appropriate opportunities.,Become proficient in technology and educate clients on the use of mobile banking applications.
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
Must be flexible to work banking centre hours, which may include evenings and weekends. Requires flexibility to work at multiple banking centres within a reasonable travel distance. Must be legally eligible to work at the specified location(s) and possess a valid work or study permit where applicable.
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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