Financial Services Representative

2 months ago

VaudreuilDorion, Quebec, Canada CIBC Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial goals and objectives, and providing personalized financial solutions to meet their needs.

Key Responsibilities
  • Client Acquisition and Retention - Meet with clients to understand their financial priorities and goals, provide guidance on financial solutions, and develop a long-term financial plan.
  • Relationship Building - Participate in marketing and outreach activities to demonstrate our commitment to our clients and community, expand your network, and collaborate with colleagues to connect clients with the right people and opportunities.
  • Technology Expertise - Develop expertise in our digital banking platforms and tools, and educate clients on how to effectively manage their financial needs.
Requirements
  • Client Focus - Prioritize client needs, communicate to find solutions, and exceed expectations because it's the right thing to do.
  • Results-Oriented - Motivated by achieving goals and delivering results, and committed to giving your best to make a difference.
  • Attention to Detail - Notice things that others may miss, and your critical thinking contributes to informed decision-making.
  • People Person - Find meaning in relationships with others, and your network is diverse and inclusive, with a respectful and authentic approach.
  • Love to Learn - Passionate about acquiring knowledge, and your curiosity drives you to learn and grow.
  • Professional Certification - Hold current and up-to-date certifications in financial services, such as the Canadian Securities Course or the Investment Funds Course.
  • Experience - Possess at least one year of experience in client-facing roles and sales performance, with a background in banking or a related field being an asset.
  • Values Alignment - Embody our values of trust, teamwork, and accountability, and remain true to yourself in the workplace.
About CIBC

CIBC is committed to creating a workplace that is inclusive and accessible to all employees and clients. We strive to provide a work environment that is free from barriers and where everyone feels valued and respected. If you require accommodations, please let us know.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are interested in this opportunity, please submit your application. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

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