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Sydney Financial Services Representative
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Financial Services Professional
2 months ago
We're seeking a skilled Financial Services Professional to join our Personal and Business Banking Team. As a member of this team, you'll be responsible for managing and growing your dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.
Key Responsibilities- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- Cultivate your network to establish new client relationships and grow your portfolio.
- Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom-line results.
- Deeply understand your local market and potential client base to create a comprehensive sales plan that will convert leads into new clients.
- Leverage CIBC's wide range of credit and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
- Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities.
- Current accreditation and good standing in The Canadian Securities Course (CSC)/Canadian Investments Funds Course (CIFC).
- Meet eligibility requirements for MFDA licensing upon hire.
- Legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We work to recognize you in meaningful, personalized ways, including a competitive compensation package, banking benefits, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
