CIBC
Financial Services
FinancialServicesRepresentativeII
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Financial Services Representative II at CIBC. Skills: Client engagement, Relationship building, Leveraging technology. Foster key relationships with clients. Understand client financial and personal goals”
What You'll Achieve.
Help clients meet their goals; Help clients financial success
Industry & Context.
Critical thinking skills
Work banking centre hours, Work evenings and weekends, Work at multiple banking centres
What They're Looking For.
Must Have
1 year experience 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 client financial and personal goals
Provide informative and tailored service
Recommend right products and solutions
Meet with clients to understand priorities
Advise clients on solutions
Provide forward-looking financial plan
Engage in marketing and outreach activities
Deepen existing relationships
Connect clients to people and opportunities
Introduce clients to mobile banking applications
Help clients manage banking needs
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. **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 applications, helping them to better manage their banking needs. **Who you are** * **You put our clients first.** You engage with purpose to find the righ
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