Назад
Company hidden
обновлено 8 дней назад

Financial Services Representative (Personal and Business Banking)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
Canada
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
TL;DR
Financial Services Representative (Personal and Business Banking): Building client relationships and delivering tailored financial products and digital banking solutions in an onsite banking centre with an accent on client engagement, financial planning, and relationship growth. Focus on advising across cash management, credit, investments, and wealth protection, introducing mobile banking tools, and achieving sales results while serving clients across nearby banking centres.

Location: On-site full-time in Chibougamau, Quebec, Canada; flexibility to work at multiple nearby banking centres, including evenings and weekends.

Company

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

What you will do

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

Requirements

  • Current accreditation and good standing with a Mutual Funds License, through the Canadian Securities Course or Investment Funds In Canada.
  • At least one year of experience working with clients and achieving sales results.
  • Strong client service, relationship-building, critical thinking, and problem-solving skills.
  • Ability to work banking centre hours, including evenings and weekends, and travel to nearby banking centres.
  • Legally eligible to work at the specified location; a valid work or study permit may be required.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Competitive compensation and banking benefits, subject to program terms and conditions.
  • Wellbeing support and employee and family assistance programs.
  • MomentMakers social, points-based employee recognition program.
  • Accessible and inclusive candidate and workplace environment.
  • Technology and collaborative spaces designed to support innovative client solutions.

Hiring process

  • Potential attribute-based assessments and skills tests, including simulations or French proficiency testing.
  • Artificial intelligence tools may be used during recruitment.

Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →