Financial Services Representative
CIBC US
full-time
Posted on:
Location Type: Office
Location: Sarnia • Canada
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Job Level
About the role
- meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- 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
- share knowledge by introducing clients to our mobile banking applications.
Requirements
- 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 is an asset.
Benefits
- competitive salary
- incentive pay
- banking benefits
- a benefits program*
- defined benefit pension plan*
- employee share purchase plan
- vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesfinancial planningclient relationship management
Soft Skills
communicationnetworkingadvisingteamwork
Certifications
Mutual Funds LicenseCanadian Securities CourseInvestment Funds In Canada