CIBC
Financial Services
FinancialServicesRepresentativeII
“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.
Achieving sales results
Industry & Context.
Critical thinking skills
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 specified location(s), May be asked to complete an attribute-based assessment and other skills test
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 client financial and personal goals
Provide informative and tailored service
Recommend the right products and solutions
Meet with clients to understand priorities
Advise clients on solutions
Provide a forward-looking financial plan
Engage in marketing and outreach activities
Deepen existing relationships
Introduce clients to mobile banking applications
How You'll Work.
Team & Collaboration
Work as one team to ensure clients are connected to the right people and opportunities
Applying for this Financial Services Representative II role?
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