Financial Services Advisor II

CIBC; Brockville; On-site; CAD 40,000 - 60,000; Full time

Job summary

A prominent Canadian bank in Brockville seeks a Financial Services Representative to join the Personal and Business Banking team. The ideal candidate will engage clients to understand their financial goals, recommend products, and leverage technology for banking solutions. This position values relationship building, client first approaches, and offers competitive pay along with various benefits. Applicants should have at least 1 year of experience in sales and a Mutual Funds License. Flexibility in working hours, including evenings and weekends, is required.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition program

Paid day off for personal growth (Purpose Day)

Qualifications

• 1 year of experience in working with clients and achieving sales results.
• Currently holds a Mutual Funds License or equivalent accreditation.

Responsibilities

• Meet with clients to understand their priorities and provide financial plans.
• Engage in marketing to build relationships with clients.
• Introduce clients to mobile banking applications to manage their banking needs.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Certified professional with current accreditation and good standing Mutual Funds License

Job description

A prominent Canadian bank in Brockville seeks a Financial Services Representative to join the Personal and Business Banking team. The ideal candidate will engage clients to understand their financial goals, recommend products, and leverage technology for banking solutions. This position values relationship building, client first approaches, and offers competitive pay along with various benefits. Applicants should have at least 1 year of experience in sales and a Mutual Funds License. Flexibility in working hours, including evenings and weekends, is required.