Financial Services Specialist for First Nations, Métis, and Inuit Communities
1 week ago
CIBC is committed to creating a diverse and inclusive work environment that reflects the communities we serve. As a Financial Services Representative, you will play a key role in fostering relationships with clients from First Nations, Métis, and Inuit communities, understanding their financial and personal goals, and providing tailored solutions to help them achieve success.
Key Responsibilities- Client Engagement: Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan.
- Relationship Building: Engage in marketing and outreach activities to show clients you value them and their communities, grow your network, and deepen existing relationships.
- Leveraging Technology: Become a technology expert, share your knowledge with clients, and help them better manage their banking needs.
- We prioritize our employees' goals and strive to create opportunities for growth and development.
- We offer a competitive salary, incentive pay, banking benefits, a health benefits program, a defined benefit pension plan, an employee share purchase plan, and a recognition program.
- We cultivate a culture where employees can express their ambition through initiatives like Purpose Day, a paid day off dedicated to investing in growth and development.
- You put our clients first, engaging with purpose to find the right solutions.
- You're goal-oriented, motivated by accomplishing your goals and delivering your best to make a difference.
- You know that details matter, notice things that others don't, and use critical thinking skills to inform your decision making.
- You're passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners.
- You love to learn, are passionate about growing your knowledge, and know that there is no limit to what you can achieve.
- You're a certified professional, 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, and it's an asset if you have prior banking experience in a similar capacity.
- Values matter to you, you bring your real self to work, and you live our values - trust, teamwork, and accountability.
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