Financial Services Representative II (Fintech)

Financial Services Representative II

Company

CIBC

Conditions

5 hours agoJunior Campbell River, BC Onsite Full Time Sales Jobs by CIBC

CIBC CIBC is a Canadian banking company providing personal, business, commercial, wealth-management, investment, lending, payment, and insurance services. It serves individual consumers, businesses, commercial clients, and institutional investors. Distributed Projects CIBC Rewards Customer Engagement Platform CIBC Investor's Edge Service Provider CIBC Global Asset Management Service Provider About CIBC CIBC operates a broad financial-services business with banking centres, online and mobile banking, bank accounts, credit cards, mortgages, loans, lines of credit, investments, money transfers, and insurance products. It also provides business and commercial banking, private wealth, Imperial Service, capital markets, and asset-management services. Its clients include personal banking customers, students, newcomers, seniors, businesses, commercial organizations, and institutional investors. View jobs by CIBC

Skills

Cash Management Client Service Credit Financial Planning Investment Mobile Banking Mutual Funds Sales Wealth Protection

About the Role

You will work in a fast-paced banking centre, fostering key relationships with clients and understanding their financial and personal goals. You will provide tailored service and recommend banking products and solutions across cash management, credit, investment, and wealth protection. You will introduce clients to mobile banking applications and engage in outreach activities to grow your network.

Requirements

• Current Mutual Funds License in good standing (Canadian Securities Course or Investment Funds In Canada)
• 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
• Advise clients on solutions and provide forward-looking financial plans
• Use knowledge of cash management, credit, investment and wealth protection
• Engage in marketing and outreach activities
• Grow your network and deepen existing relationships
• Work as one team to connect clients to the right people
• Become a technology expert
• Introduce clients to mobile banking applications

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers social recognition program

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