Financial Services Representative

 

Description:

  • Client Engagement – Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
  • Relationship Building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.
  • Leveraging Technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs.

Who You Are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
  • You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:

  • Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
  • Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
  • Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning and comprehensive product training
  • Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits program, and employee share purchase plan

Organization CIBC
Industry Accounting / Finance / Audit Jobs
Occupational Category Financial Services Representative
Job Location Alberta,Canada
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2022-09-03 4:30 pm
Expires on Expired