Financial Services Rep II: Build Relationships & Plans

CIBC; City of Lloydminster; On-site; CAD 30,000 - 60,000; Part time

Job summary

A leading bank in Canada is seeking a Financial Services Representative in Lloydminster. This role involves fostering relationships with clients to provide tailored financial solutions. You will be essential in understanding their goals and ensuring exceptional client experiences. You must be flexible to work varying hours, including evenings and weekends. An ideal candidate has a Mutual Funds License and at least one year of relevant experience. Join us to make a meaningful difference in clients’ financial lives.

Benefits

Competitive compensation

Banking benefits

Wellbeing support

Employee and family assistance programs

Qualifications

• Current accreditation and good standing Mutual Funds License.
• 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 clients to understand their personal and business priorities.
• Engage in marketing and outreach activities.
• Become a technology expert and introduce clients to 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

Canadian Securities Course or Investment Funds In Canada

Job description

A leading bank in Canada is seeking a Financial Services Representative in Lloydminster. This role involves fostering relationships with clients to provide tailored financial solutions. You will be essential in understanding their goals and ensuring exceptional client experiences. You must be flexible to work varying hours, including evenings and weekends. An ideal candidate has a Mutual Funds License and at least one year of relevant experience. Join us to make a meaningful difference in clients’ financial lives.