Relationship-Driven Personal Banking Advisor

CIBC; Mount Pearl; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial institution seeks a Financial Services Representative in Mount Pearl. You will engage with clients to understand their financial goals, provide tailored solutions, and foster long-term relationships. The ideal candidate has a Mutual Funds License and at least one year of experience in client management. This full-time position emphasizes client engagement and teamwork, with competitive benefits including pension plans and personal development initiatives.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Current accreditation and good standing in Mutual Funds License.
• 1+ year experience working with clients achieving sales results.
• Prior banking experience is an asset.

Responsibilities

• Engage with clients to understand their financial needs and goals.
• Advise clients on solutions and provide financial plans.
• Utilize technology to enhance client interactions.

Skills

Banking

Client Relations

Digital Literacy

Investment Funds

Relationship Building

Customer Experience (CX)

Education

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

Job description

A leading financial institution seeks a Financial Services Representative in Mount Pearl. You will engage with clients to understand their financial goals, provide tailored solutions, and foster long-term relationships. The ideal candidate has a Mutual Funds License and at least one year of experience in client management. This full-time position emphasizes client engagement and teamwork, with competitive benefits including pension plans and personal development initiatives.