Relationship Banking Advisor

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

Job summary

A relationship-oriented bank is seeking a Financial Services Representative in Kingston. You'll engage with clients, understand their financial goals, and provide tailored service. The role requires flexibility to work evenings and weekends across multiple banking centres. Ideal candidates will hold a Mutual Funds License and have at least one year of experience in client services. This full-time role offers a supportive environment for personal and professional growth.

Benefits

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

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.
• Share your knowledge by introducing 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

Mutual Funds License

Job description

A relationship-oriented bank is seeking a Financial Services Representative in Kingston. You'll engage with clients, understand their financial goals, and provide tailored service. The role requires flexibility to work evenings and weekends across multiple banking centres. Ideal candidates will hold a Mutual Funds License and have at least one year of experience in client services. This full-time role offers a supportive environment for personal and professional growth.