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Client Relationship Manager
2 months ago
CIBC is seeking a talented and passionate professional to join our team as a Financial Services Representative. As a key member of our team, you will play a critical role in building strong relationships with our clients and providing them with exceptional service.
Key Responsibilities- Client Engagement - Meet with clients to understand their financial goals and priorities, and provide them with tailored solutions to achieve their objectives.
- Relationship Building - Develop and maintain strong relationships with clients, leveraging your knowledge of financial products and services to identify opportunities and provide value-added solutions.
- Technology Utilization - Stay up-to-date with the latest technology and tools, and use them to enhance the client experience and improve operational efficiency.
- Client-Centric - Prioritize clients and communicate effectively to find the right solutions.
- Goal-Oriented - Motivated by achieving goals and striving to give your best to bring more value to clients.
- Detail-Oriented - Notice things others don't, and use critical thinking to contribute to informed decision-making.
- People Person - Find meaning in relationships with others, and build connections through a respectful attitude and authenticity.
- Curious Learner - Excited by acquiring knowledge, and have a strong curiosity.
- Certified Professional - Hold a valid certification in mutual funds (passed the Securities Course or the Canadian Investment Funds Course).
- Values-Driven - Remain true to yourself at work, and embody the values of trust, teamwork, and accountability.
CIBC is a leading financial institution that prioritizes the goals of its employees. We strive to create opportunities for growth and development, and offer a competitive compensation package, including a salary, performance-based compensation, banking benefits, access to a health benefits program, a defined benefit pension plan, employee stock purchase plan, vacation time, support for well-being, and a point-based social recognition program.
- We aim to reward employees in a personalized and relevant manner, and provide opportunities for advancement and professional growth.
- We foster a culture that encourages the expression of ambitions through initiatives such as the Purpose Day, a paid day off to invest in growth and development.
CIBC is committed to creating an inclusive work environment where all team members and clients feel welcome. We are seeking candidates with a wide range of skills and offer an accessible candidate experience. If you require an accommodation, please contact us.
- You must be legally eligible to work in Canada at the specified locations and, if applicable, hold a valid work or study permit.
- We may ask you to complete an attributes-based assessment and other skills tests to learn more about you and all that you have to offer.
