Client-First Financial Services Rep: Banking & Planning

CIBC; Sault Ste. Marie; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Services Representative in Sault Ste. Marie. This role focuses on client engagement and relationship building, helping clients achieve financial success through tailored banking solutions. Candidates should possess a mutual funds license and at least one year of client-facing experience, emphasizing digital literacy and proactive service. The position offers a temporary full-time opportunity with competitive compensation and benefits.

Benefits

Competitive compensation

Wellbeing support

Employee and family assistance programs

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Current accreditation and good standing in relevant certifications.

Responsibilities

• Engage with clients to understand their financial goals and advise on solutions.
• Build relationships through marketing and outreach activities.
• Leverage technology to introduce clients to mobile banking applications.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

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

Job description

A leading Canadian bank is seeking a Financial Services Representative in Sault Ste. Marie. This role focuses on client engagement and relationship building, helping clients achieve financial success through tailored banking solutions. Candidates should possess a mutual funds license and at least one year of client-facing experience, emphasizing digital literacy and proactive service. The position offers a temporary full-time opportunity with competitive compensation and benefits.