Relationship-Focused Financial Services Rep

Canadian Imperial Bank of Commerce

Vancouver

Hybrid

CAD 45,000 - 60,000

Full time

6 days ago

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Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

Employee share purchase plan

Vacation offering

MomentMakers

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Vancouver is seeking a Financial Services Representative to build client relationships, assess personal and business goals, and provide tailored financial guidance. You’ll be flexible to work across multiple banking centres within travel distance and adhere to on-site full-time expectations.

The role emphasizes client engagement, solutions across cash management, credit, investment and wealth protection, and leveraging digital tools to enhance

Qualifications

Certified professional with Mutual Funds License or CSC.
At least 1 year of experience working with clients and achieving sales results.
Asset if banking experience in a similar capacity.

Responsibilities

Meet clients to understand personal and business goals and provide tailored financial plans.
Promote solutions using cash management, credit, investment and wealth protection products.
Build relationships through marketing and outreach to connect clients with the right people and opportunities.
Promote and educate clients on mobile banking and digital tools.

Skills

Client service

Sales experience

Financial products

Communication skills

Education

Mutual Funds License or Canadian Securities Course

Job description

The role emphasizes client engagement, solutions across cash management, credit, investment and wealth protection, and leveraging digital tools to enhance

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