Relationship-Driven Financial Advisor II

CIBC; Barrie; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading Canadian bank in Barrie is looking for a Financial Services Representative to provide tailored service and financial solutions to clients. The ideal candidate will possess a Mutual Funds License and have at least one year of client engagement experience. You'll foster key relationships and help clients achieve their financial goals, while being flexible to work various hours including evenings and weekends. Competitive benefits and a supportive culture await at this forward-thinking institution.

Benefits

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• You must have current accreditation and good standing Mutual Funds License.
• Demonstrate at least 1 year of experience working with clients and achieving sales results.
• Prior banking experience is an asset.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities to show clients you value them.
• Share knowledge of mobile banking applications to enhance client experience.

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 Canadian bank in Barrie is looking for a Financial Services Representative to provide tailored service and financial solutions to clients. The ideal candidate will possess a Mutual Funds License and have at least one year of client engagement experience. You'll foster key relationships and help clients achieve their financial goals, while being flexible to work various hours including evenings and weekends. Competitive benefits and a supportive culture await at this forward-thinking institution.