Financial Services Associate Specialist

4 weeks ago

Ormstown, Canada CIBC Full time

Position Overview:

The Financial Services Associate Specialist plays a crucial role in engaging with clients to understand their unique financial goals and aspirations. This position involves providing tailored advice and developing comprehensive financial strategies that align with clients' needs.

Key Responsibilities:

  • Client Engagement: Collaborate with clients to assess their personal and business objectives, offering insightful recommendations and crafting long-term financial strategies. Address a variety of financial needs, including investment, credit, and banking services.
  • Relationship Development: Participate in networking and marketing initiatives to demonstrate commitment to clients and the community. Strengthen existing relationships and broaden your professional network to connect clients with valuable resources.
  • Business Expansion: Foster relationships within clients' networks to identify potential opportunities and facilitate referrals to appropriate partners. Proactively reach out to current and prospective clients to explore growth avenues and enhance the bank's market presence.
  • Technology Proficiency: Leverage technology by promoting mobile banking solutions that empower clients to manage their financial activities effectively.

Desired Attributes:

  • You prioritize client satisfaction, utilizing effective communication to uncover optimal solutions and consistently exceed expectations.
  • Your goal-driven mindset motivates you to achieve targets and deliver exceptional results.
  • You possess keen attention to detail, enabling you to identify nuances that inform sound decision-making.
  • You value interpersonal connections, finding fulfillment in building diverse and respectful partnerships.
  • Your enthusiasm for learning drives your continuous pursuit of knowledge and expertise.
  • You bring two to three years of experience in delivering financial guidance and achieving sales success through consultative interactions.
  • You hold relevant licenses and certifications in mutual funds sales, with additional credentials in Personal Financial Services Advice being advantageous.
  • You are recognized as a licensed professional in Ontario, having completed the necessary courses and meeting the criteria for financial services accreditation.
  • Your commitment to core values such as trust, teamwork, and accountability is evident in your professional conduct.

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