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Sydney Financial Services Representative
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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.
- Use your strong relationship building and networking skills to create connections, generate opportunities, and deliver bottom line results.
- 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.
- Grow your network to create lasting connections that will generate future opportunities.
- 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.
We work to recognize you in meaningful, personalized ways, including a competitive compensation, a banking benefit*, wellbeing support, and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.
