Client-First Financial Services Rep - Grow Relationships

Canadian Imperial Bank of Commerce; Halifax; On-site; CAD 45,000 - 65,000; Full time

Job summary

A leading bank in Canada seeks a Financial Services Representative in Halifax to build client relationships and provide tailored financial solutions. The ideal candidate is motivated by client success and has experience in banking or similar roles. This full-time position offers a supportive environment and competitive salary. Applicants should have a relevant financial certification and strong communication skills.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Qualifications

• You're a certified professional with current accreditation.
• You have 1 year experience working with clients and achieving sales results.
• It's an asset to have prior banking experience.

Responsibilities

• Meet with clients to understand their priorities and advise on solutions.
• Engage in marketing activities to show clients you value them.
• Introduce clients to mobile banking applications to help them manage their banking.

Skills

Banking

Client Relationship Building

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 bank in Canada seeks a Financial Services Representative in Halifax to build client relationships and provide tailored financial solutions. The ideal candidate is motivated by client success and has experience in banking or similar roles. This full-time position offers a supportive environment and competitive salary. Applicants should have a relevant financial certification and strong communication skills.