Financial Services Representative
CIBC US
full-time
Posted on:
Location Type: Office
Location: Walkerton • Canada
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Job Level
About the role
- work in a fast-paced Banking Centre
- foster key relationships with clients
- understand clients' financial and personal goals
- provide informative and tailored service
- recommend the right products and solutions
- flexible to work at multiple banking centres within a reasonable travel distance
- deliver a great client experience
- meet with clients to understand their personal and business priorities
- advise clients on solutions and provide a forward-looking financial plan
- engage in marketing and outreach activities
- grow your network and deepen existing relationships
- introduce 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
- a competitive salary
- incentive pay
- banking benefits
- a benefits program*
- defined benefit pension plan*
- an employee share purchase plan
- a vacation offering
- wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Mutual Funds LicenseCanadian Securities CourseInvestment Funds In Canada
Soft Skills
relationship buildingclient servicecommunicationadvisory skillsnetworkingmarketingoutreach
Certifications
Mutual Funds License