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7 дней назад

Financial Service Representative (Banking)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Financial Service Representative (Banking): Building trusted client relationships and recommending tailored banking, investment, credit, and wealth-protection solutions in a full-time banking centre role with an accent on client engagement, financial planning, and digital banking adoption. Focus on advising clients across personal and business priorities, growing relationship networks, and delivering service across multiple banking centres.

Location: Kitchener, Ontario, Canada; full-time on-site at a banking centre. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance is required.

Company

CIBC is a relationship-oriented bank providing personal and business banking services and financial solutions.

What you will do

  • Meet with clients to understand their personal and business priorities, goals, and financial needs.
  • Recommend tailored solutions across cash management, credit, investments, and wealth protection.
  • Build and deepen client relationships through outreach, marketing, and community engagement.
  • Connect clients with relevant internal specialists, products, and opportunities.
  • Introduce clients to mobile banking applications and support their digital banking needs.

Requirements

  • Current Mutual Funds License accreditation in good standing through the Canadian Securities Course or Investment Funds In Canada.
  • At least one year of experience working with clients and achieving sales results.
  • Client-first approach, strong interpersonal communication, empathy, critical thinking, and attention to detail.
  • Goal orientation, willingness to learn, and commitment to trust, teamwork, and accountability.
  • Legally eligible to work at the specified Canadian location; a valid work or study permit may be required.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive salary and incentive pay.
  • Banking benefits, an employee benefits program, and a defined benefit pension plan.
  • Employee share purchase plan, vacation offering, wellbeing support, and recognition programs.
  • Paid Purpose Day for personal growth and development.
  • Inclusive and accessible workplace with support for accommodation needs.

Hiring process

  • May include an attribute-based assessment and additional skills tests, such as French proficiency testing.
  • Artificial intelligence tools may be used during recruitment.

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