Relationship Banking Advisor

CIBC; San Juan de Terranova; On-site; CAD 40,000 - 60,000; Full time

Job summary

A modern banking institution is looking for a motivated Financial Services Representative in St. John's. The role requires flexibility in working hours, focusing on client engagement and relationship building. Candidates should possess a Mutual Funds License and relevant experience in a client-facing role. Offering a competitive salary and various benefits, this full-time position is pivotal in helping clients achieve their financial goals through tailored recommendations and support.

Benefits

Competitive salary

Incentive pay

Employee share purchase plan

Wellbeing support

Qualifications

• Current accreditation and good standing with Mutual Funds License.
• 1 year of client-facing experience with sales results.
• Flexibility to work evenings and weekends as needed.

Responsibilities

• Engage clients to understand their financial goals and advise on solutions.
• Build relationships and grow your network within communities.
• Leverage technology to assist clients with mobile banking.

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 modern banking institution is looking for a motivated Financial Services Representative in St. John's. The role requires flexibility in working hours, focusing on client engagement and relationship building. Candidates should possess a Mutual Funds License and relevant experience in a client-facing role. Offering a competitive salary and various benefits, this full-time position is pivotal in helping clients achieve their financial goals through tailored recommendations and support.