Financial Services Representative
Description
The Financial Services Representative will be a part of the Personal and Business Banking team, working in a fast-paced Banking Centre. This role involves building and fostering client relationships, understanding their financial and personal goals, providing tailored service, and recommending suitable products and solutions to support their financial success. The representative will engage in client meetings, advise on financial plans, and utilize knowledge in cash management, credit, investment, and wealth protection. Additionally, the role includes participating in marketing activities, growing client networks, and introducing clients to mobile banking applications.
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 meet goals.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow network and work collaboratively to connect clients to relevant opportunities.,Become proficient in technology and introduce clients to mobile banking applications.,Be goal-oriented and motivated to achieve targets.,Possess strong attention to detail and critical thinking skills for decision-making.,Demonstrate a passion for people, building trust through respect and authenticity.,Committed to continuous learning and knowledge growth.,Hold current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,Minimum of 1 year experience working with clients and achieving sales results.,Legally eligible to work at the specified location(s) and possess a valid work or study permit where applicable.
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).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours, which may include 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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