Financial Services Representative II

CIBC•Owen Sound, ON

8d•Onsite

About The Position

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. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

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
Ability to put clients first and engage with purpose to find the right solutions
Motivation by accomplishing goals and delivering your best to make a difference
Attention to detail and critical thinking skills to inform decision making
Passion for people, finding meaning in relationships, and building trust through respect and authenticity
Passion for growing your knowledge
Ability to live CIBC values: trust, teamwork, and accountability
Flexibility to work banking centre hours, which may include evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance
Ability to work on-site full-time

Nice To Haves

Prior banking experience in a similar capacity

Responsibilities

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
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
Introduce clients to our mobile banking applications, helping them to better manage their banking needs