Financial Services Advisor - Client-Focused Banking

Canadian Imperial Bank of Commerce; New Glasgow; On-site; CAD 45,000 - 55,000; Full time

Job summary

A prominent Canadian bank in New Glasgow is seeking a Financial Services Representative to create strong client relationships and provide tailored financial solutions. Ideal candidates will have a Mutual Funds License and experience in achieving sales results, with a passion for client service and a flexible working approach. This full-time on-site position offers a competitive salary and various employee benefits.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Qualifications

• You have current accreditation and good standing Mutual Funds License.
• You can demonstrate 1 year experience in working with clients and achieving sales results.
• It's an asset if you have prior banking experience in a similar capacity.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities to show clients you value them.
• Introduce clients to our mobile banking applications.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Results-Oriented

Education

Mutual Funds License

Job description

A prominent Canadian bank in New Glasgow is seeking a Financial Services Representative to create strong client relationships and provide tailored financial solutions. Ideal candidates will have a Mutual Funds License and experience in achieving sales results, with a passion for client service and a flexible working approach. This full-time on-site position offers a competitive salary and various employee benefits.