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Financial Services Representative II – Eastern Ontario
CIBC USFinancial Services Representative helping clients with their financial goals at CIBC Banking Centres. Building relationships and providing tailored financial solutions while fostering community connections.
About the role
Key responsibilities & impact- 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
- Become a technology expert and introduce clients to mobile banking applications
Requirements
What you’ll need- 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
Comp & perks- Competitive compensation
- Banking benefit*
- Wellbeing support
- Employee and family assistance programs
- MomentMakers, our social, points-based recognition program
ATS Keywords
✓ Tailor your resumeApplicant 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
client engagementadvisory skillsmarketingoutreachsales results
Certifications
Mutual Funds License