Financial Services Representative

CIBC•Dunnville, ON

1d•Onsite

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. 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

You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
You can demonstrate 1 year experience in working with clients and achieving sales results.

Nice To Haves

It’s an asset if you have 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.
Become a technology expert.
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.