Financial Services Specialist
2 weeks ago
We're seeking a talented and passionate professional to join our team as a Financial Services Specialist. As a key member of our Imperial Service Team, you'll be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client service.
Key Responsibilities- Client Engagement: Focus on delivering a personalized experience for each client, connecting with them on a personal level to make every interaction meaningful. Provide tailored advice and solutions in all areas of financial planning, including day-to-day banking, investments, lending, and estate planning.
- Business Development: Develop a deep understanding of your local market and potential client base to create a sales plan that will convert leads into new clients. Utilize your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom-line results.
- Community Involvement: Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
You'll be a certified professional with 1-3 years of experience in providing financial advice to clients and establishing relationships while achieving performance targets. You'll be goal-oriented, motivated by accomplishing your goals, and delivering your best to make a difference. You'll also have current accreditation and good standing for IIROC licensing requirements, as well as the Designated Financial Services Advisor Designation (DFSA) through the Canadian Securities Institute (CSI).
What We OfferAt CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We offer a competitive compensation package, a banking benefit, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
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Financial Development Specialist
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Financial Services Consultant
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Financial Planning Support Specialist
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Financial Services Specialist
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Business Development Officer
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Financial Services Professional
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Financial Services Professional
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Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full timeAbout the RoleThe anticipated salary range is between $40K - $80K plus bonus.With our highly competitive and unique, performance-based compensation structure, you can achieve unlimited earnings for your hard work. This is an excellent opportunity for a results-oriented individual who wants to contribute to a high-activity team and be rewarded for their...
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Financial Services Specialist
2 weeks ago
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Financial Services Specialist
2 weeks ago
Ottawa, Ontario, Canada Canadian Imperial Bank of Commerce Full timeJob SummaryWe are seeking a highly skilled and motivated Financial Services Specialist to join our team at the Canadian Imperial Bank of Commerce. As a key member of our Imperial Service Team, you will be responsible for building and growing a dedicated client portfolio through relationship management, financial services support, and exceptional client...
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Business Development Officer
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Ottawa, Ontario, Canada GS FINANCIAL SERVICES Full timeAbout the RoleWe are seeking a highly skilled Business Development Officer to join our team at GS Financial Services. As a key member of our team, you will be responsible for developing and implementing business strategies to promote industrial and commercial investment in rural and urban areas.Key ResponsibilitiesBusiness Development: Develop policies and...
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Financial Planning and Analysis Specialist
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Assistant to Financial Planner
1 month ago
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Financial Service Representative
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Financial Service Representative
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Financial Service Representative
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Financial Service Representative
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Financial Services Planner
1 week ago
Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full timeJoin Our Team as a Financial Services PlannerAbout UsDesjardins Financial Security Independent Network is a leading provider of financial services, offering a wide range of products and services to individuals and businesses. As a Financial Services Planner, you will be part of a dynamic team that is committed to helping our clients achieve their financial...
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Commercial Insurance Sales Specialist
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