Client-First Banking Services Specialist

CIBC; Nanaimo; On-site; CAD 45,000 - 65,000; Full time

Job summary

A financial services company in Nanaimo seeks a passionate Financial Services Representative to foster relationships and recommend tailored financial solutions. In this role, you'll engage clients, address their needs, and promote digital banking tools, ensuring a great client experience. You should possess a Mutual Funds License and experience in achieving sales results. This full-time position requires flexibility in working hours and locations to meet client demands.

Benefits

Competitive salary

Incentive pay

Defined benefit pension plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Current accreditation and good standing Mutual Funds License.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities to grow relationships.
• Introduce clients to mobile banking applications for better management.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Results-Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

A financial services company in Nanaimo seeks a passionate Financial Services Representative to foster relationships and recommend tailored financial solutions. In this role, you'll engage clients, address their needs, and promote digital banking tools, ensuring a great client experience. You should possess a Mutual Funds License and experience in achieving sales results. This full-time position requires flexibility in working hours and locations to meet client demands.