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Financial Services Specialist

2 months ago

Burlington, Ontario, Canada CIBC Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Specialist to join our team at CIBC. As a key member of our Personal and Business Banking team, you will be responsible for building and growing your client base by providing exceptional relationship management, financial support, and customer service.

Key Responsibilities
  • Client Acquisition and Retention
    • Develop and implement a sales strategy to acquire new clients and grow existing relationships
    • Provide personalized financial planning and investment advice to clients
    • Build and maintain strong relationships with clients to ensure their financial needs are met
  • Business Development
    • Understand the local market and client needs to develop a sales plan that converts leads into new clients
    • Utilize strong relationship-building and networking skills to identify new business opportunities and grow existing relationships
    • Develop and implement a plan to increase revenue and grow the client base
  • Community Involvement
    • Represent CIBC in the community through participation in local events and marketing initiatives
    • Build relationships with community leaders and organizations to identify new business opportunities
Requirements
  • Client Focus
    • Put clients first and prioritize their needs
    • Communicate effectively to find solutions that meet client needs
  • People Skills
    • Enjoy working with people and building strong relationships
    • Value diversity and inclusion in the workplace
  • Results-Oriented
    • Take ownership of results and strive to exceed expectations
    • Set goals and work towards achieving them
  • Business Acumen
    • Understand the financial services industry and stay up-to-date on market trends
    • Develop and implement business plans to achieve revenue growth
  • Professional Designations
    • Hold a professional designation such as ACCFM or AMF
    • Have a strong understanding of financial planning and investment principles
  • Values-Based
    • Live our values of trust, teamwork, and accountability
    • Act with integrity and professionalism in all interactions
About CIBC

CIBC is committed to creating a workplace that is inclusive and accessible to all employees. We are an equal opportunities employer and welcome applications from diverse candidates. If you require accommodation during the recruitment process, please let us know.

We offer a competitive compensation package, including a salary, performance-based bonuses, benefits, and a retirement savings plan. We also offer opportunities for professional development and career advancement.