Client-Focused Banking Advisor – Growth & Planning

CIBC; Hamilton; Presencial; CAD 38.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Descripción de la vacante

CIBC in Hamilton is seeking a Financial Services Representative to help clients achieve their personal and business goals. In a fast-paced Banking Centre you will engage with clients, assess their needs, and recommend cash management, credit, investment and wealth protection solutions.

You will work with multiple banking centres within travel distance, with on-site, full-time hours, including evenings and weekends.

Formación

• 1 year of experience working with clients and achieving sales results.
• Current Mutual Funds License or enrollment in Canadian Securities Course is required.
• Certified professional with strong client service and relationship-building skills.

Responsabilidades

• Meet with clients to understand personal and business priorities and provide tailored financial recommendations.
• Promote cash management, credit, investment and wealth protection solutions to help clients reach goals.
• Engage in outreach activities to expand client relationships and cross-sell banking products.

Conocimientos

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results-oriented

Educación

Mutual Funds License

Canadian Securities Course

Descripción del empleo

CIBC in Hamilton is seeking a Financial Services Representative to help clients achieve their personal and business goals. In a fast-paced Banking Centre you will engage with clients, assess their needs, and recommend cash management, credit, investment and wealth protection solutions.

You will work with multiple banking centres within travel distance, with on-site, full-time hours, including evenings and weekends.