Financial Services Rep – SW Ontario Market

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

Job summary

A leading bank in Sarnia is seeking a Financial Services Representative to foster relationships with clients and help them achieve their financial goals. You'll engage with clients, recommend tailored solutions, and provide exceptional service in a fast-paced banking environment. Ideal candidates have a Mutual Funds License, 1 year of client service experience, and a passion for helping others. This full-time position emphasizes personal and professional growth, offering a competitive salary and various employee benefits.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 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 priorities and advise them on solutions.
• Engage in marketing and outreach activities to value clients.
• Share knowledge of mobile banking applications with clients.

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 leading bank in Sarnia is seeking a Financial Services Representative to foster relationships with clients and help them achieve their financial goals. You'll engage with clients, recommend tailored solutions, and provide exceptional service in a fast-paced banking environment. Ideal candidates have a Mutual Funds License, 1 year of client service experience, and a passion for helping others. This full-time position emphasizes personal and professional growth, offering a competitive salary and various employee benefits.