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CIBC

Runs banking and investment services across North America

Financial Services Representative 2

Retail & Commercial BankingPosted on Nov 10
Full-timeArborg, MB, Canada

About the Job

Requirements

  • Have a current Mutual Funds License accreditation in good standing, through the Canadian Securities Course or Investment Funds In Canada.
  • Demonstrate at least 1 year of experience working with clients and achieving sales results.
  • Be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
  • Be flexible to work banking centre hours, which may include evenings and weekends.
  • Be flexible to work at multiple banking centres within a reasonable travel distance.

Responsibilities

  • Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
  • Use knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
  • Engage in marketing and outreach activities to show clients that the bank values them and their communities.
  • Grow a network, deepen existing relationships, and work as one team to connect clients with the right people and opportunities.
  • Introduce clients to the bank’s mobile banking applications and help them better manage their banking needs.
  • Work on-site full-time.

Desired Qualifications

  • Prior banking experience in a similar capacity is an asset.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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