CIBC
Financial Services
FinancialServicesRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Services Representative at CIBC. Skills: Client engagement, Relationship building, Financial planning. Foster key relationships with clients. Understand financial and personal goals”
What You'll Achieve.
Help clients meet their goals; Help clients financial success
Industry & Context.
Critical thinking skills
Work evenings, Work weekends, Work at multiple banking centres
What They're Looking For.
Must Have
1 year experience working with clients, Achieving sales results, Mutual Funds License, Canadian Securities Course, Investment Funds In Canada
Nice to Have
Prior banking experience
What You'll Do.
Foster key relationships with clients
Understand financial and personal goals
Provide informative and tailored service
Recommend products and solutions
Provide forward-looking financial plan
Engage in marketing activities
Engage in outreach activities
Deepen existing relationships
Connect clients to people
Connect clients to opportunities
Introduce clients to mobile banking
How You'll Work.
Team & Collaboration
Work as one team
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. _At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time._ **How you 'll succeed** * **Client engagement -** Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals. * **Relationship building -** Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities. * **Leveraging technology -** Become a technology expert. Share your knowledge by introducing clients to our mobile banking appli
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