CIBC

Financial Services

FinancialServicesRepresentative

Windsor, Canada FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Financial Services Representative at CIBC. Skills: Client engagement, Relationship building, Leveraging technology. Foster key relationships with clients. Understand clients' financial and personal goals”

What You'll Achieve.

Achieving sales results; Help clients meet their goals; Deliver a great client experience; Make a meaningful difference in our clients' lives; Help clients' financial success

Industry & Context.

Financial Services
Problems you'll solve

Critical thinking skills help to inform your decision making

Eligibility Requirements

Flexible to work banking centre hours which may include evenings and weekends, Flexible to work at multiple banking centres within a reasonable travel distance, Legally eligible to work at the location(s) specified, May be asked to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency)

What They're Looking For.

Must Have

1 year experience in working with clients and achieving sales results, Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Nice to Have

Prior banking experience in a similar capacity

What You'll Do.

Foster key relationships with clients

Understand clients' financial and personal goals

Provide informative and tailored service

Recommend the right products and solutions

Meet with clients to understand their personal and business priorities

Advise clients on solutions

Provide a forward-looking financial plan

Engage in marketing and outreach activities

Deepen existing relationships

Introduce clients to our mobile banking applications

Help clients better manage their banking needs

How You'll Work.

Team & Collaboration

Work as one team to ensure clients are connected to the right people and opportunities; Bring together great minds to create innovative solutions

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 appl

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