Financial Services Rep II — Build Impactful Banking Career

CIBC; Estevan; On-site; CAD 45,000 - 55,000; Full time

Job summary

A prominent Canadian banking institution seeks a Financial Services Representative in Estevan, Saskatchewan. This full-time role involves engaging with clients to understand their financial goals and advising them on suitable products and services. Ideal candidates will possess a Mutual Funds License and at least one year of client service experience. The successful candidate will enjoy a competitive salary, benefits package, and opportunities for professional growth within the banking sector.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current accreditation and good standing in financial services.

Responsibilities

• Meet with clients to understand their financial goals and provide tailored solutions.
• Engage in marketing and outreach activities to build client relationships.
• Leverage technology to assist clients with mobile banking applications.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results‑Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

A prominent Canadian banking institution seeks a Financial Services Representative in Estevan, Saskatchewan. This full-time role involves engaging with clients to understand their financial goals and advising them on suitable products and services. Ideal candidates will possess a Mutual Funds License and at least one year of client service experience. The successful candidate will enjoy a competitive salary, benefits package, and opportunities for professional growth within the banking sector.