Client-First Financial Services Rep & Planner

Canadian Imperial Bank of Commerce; Ottawa; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading financial institution in Ottawa is seeking a Financial Services Representative to engage clients and understand their financial needs. You will be responsible for advising and providing tailored solutions, leveraging technology for client services. The ideal candidate has over a year of sales experience, a current Mutual Funds License, and a passion for customer service. This is a full-time on-site position offering a comprehensive benefits package.

Benefits

Competitive salary

Defined benefit pension plan

Wellbeing support

Employee share purchase plan

MomentMakers recognition program

Vacation offering

Qualifications

• 1+ year experience working with clients and achieving sales results.
• Strong understanding of cash management, credit, investment, and wealth protection.

Responsibilities

• Meet with clients to understand their financial needs and advise on solutions.
• Engage in marketing activities to build client relationships.
• Teach clients to use mobile banking applications effectively.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

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

Job description

A leading financial institution in Ottawa is seeking a Financial Services Representative to engage clients and understand their financial needs. You will be responsible for advising and providing tailored solutions, leveraging technology for client services. The ideal candidate has over a year of sales experience, a current Mutual Funds License, and a passion for customer service. This is a full-time on-site position offering a comprehensive benefits package.