Representant de Finances
3 weeks ago
Financial Services Representative II page is loaded Financial Services Representative II
Apply locations Athabasca, AB time type Full time posted on Posted 2 Days Ago job requisition id 2407788 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll have a meaningful impact on the lives of our clients. As a Financial Services Representative, you’ll build key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will enable their financial success.
To successfully perform the work, you’ll be on-site full-time.
Client Engagement – Meet with clients to understand their 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.
Relationship Building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.
Share your knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs.
You find meaning in relationships, and surround yourself with a diverse network of partners. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planningandcomprehensive product training
Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit .
Banking, Educational Savings Plans, Financial Products, Goal Planning, Investments, Relationship Building, Retirement Planning Services At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #
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