Financial Services Advisor, Personal Banking & Growth

CIBC; San Juan de Terranova; On-site; CAD 42,000 - 66,000; Full time

Job summary

CIBC is seeking a Financial Services Representative for a fast-paced banking centre in St. John’s. You will engage clients to understand their financial goals, advise on cash management, credit and investments, and promote our mobile banking tools.

Travel to multiple centres within a reasonable distance may be required, and on-site, full-time work is expected. Ideal candidates have at least 1 year of client sales experience, a Mutual Funds License, and a willingness to work a 37.5-hour week with

Qualifications

• Certified professional with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• 1 year of experience working with clients and achieving sales results.
• Banking experience in a similar capacity is an asset.

Responsibilities

• Engage with clients to understand personal and business goals; advise on cash management, credit, investment and wealth protection solutions.
• Build relationships through outreach to expand client networks and connect clients with the right people and opportunities.
• Promote and educate clients on mobile banking applications and digital tools to enhance financial management.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC is seeking a Financial Services Representative for a fast-paced banking centre in St. John’s. You will engage clients to understand their financial goals, advise on cash management, credit and investments, and promote our mobile banking tools.

Travel to multiple centres within a reasonable distance may be required, and on-site, full-time work is expected. Ideal candidates have at least 1 year of client sales experience, a Mutual Funds License, and a willingness to work a 37.5-hour week with