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Financial Services Associate Specialist
3 months ago
Position Overview:
The Financial Services Associate Specialist plays a crucial role in fostering client relationships and providing tailored financial solutions. This position requires a proactive approach to understanding clients' financial goals and delivering exceptional service.
Key Responsibilities:
- Client Interaction: Engage with clients to identify their individual and business financial objectives. Offer insightful advice and develop comprehensive financial strategies that encompass investment, credit, and banking services.
- Networking and Relationship Development: Participate in community outreach and networking events to strengthen client connections and enhance the visibility of CIBC. Cultivate relationships with clients' networks to identify new opportunities.
- Sales and Growth Initiatives: Actively seek out new business opportunities by reaching out to existing and potential clients. Collaborate with team members to drive growth and increase market presence.
- Technology Integration: Leverage technology by promoting our digital banking tools, enabling clients to manage their finances more effectively.
Candidate Profile:
- Client-focused with strong communication skills to identify and implement effective solutions.
- Results-driven, with a commitment to achieving personal and team goals.
- Detail-oriented, with a knack for critical thinking and informed decision-making.
- Skilled in building meaningful relationships and fostering a collaborative environment.
- Passionate about continuous learning and professional development.
- Possess two to three years of experience in financial advisory roles, demonstrating a track record of sales success.
- Hold current accreditation in mutual funds sales, with additional certifications in personal financial services being advantageous.
- Licensed in Ontario, meeting the necessary qualifications for financial services professionals.
- Embody core values of trust, teamwork, and accountability in all professional interactions.
