Financial Services Rep II — Build Trust & Wealth

Canadian Imperial Bank of Commerce; Saugeen Shores; On-site; CAD 45,000 - 60,000; Full time

Job summary

A prominent banking institution in Canada is looking for a Financial Services Representative to work in a fast-paced Banking Centre. This role focuses on fostering relationships with clients and advising them on financial solutions. Candidates should have a Mutual Funds License and at least one year of relevant experience. The company offers a competitive salary, benefits, and opportunities for personal growth. Flexibility in working hours, including evenings and weekends, is essential.

Benefits

Competitive salary

Employee share purchase plan

Defined benefit pension plan

Vacation offering

Wellbeing support

Social 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 mobile banking applications.

Skills

Client engagement

Relationship building

Leveraging technology

Customer Experience (CX)

Financial Services

Investments

Education

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

Job description

A prominent banking institution in Canada is looking for a Financial Services Representative to work in a fast-paced Banking Centre. This role focuses on fostering relationships with clients and advising them on financial solutions. Candidates should have a Mutual Funds License and at least one year of relevant experience. The company offers a competitive salary, benefits, and opportunities for personal growth. Flexibility in working hours, including evenings and weekends, is essential.