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Financial Services Representative (Cantonese/Mandarin)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
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 Services Representative (Cantonese/Mandarin) (Banking): Supporting personal and business banking clients through tailored financial guidance, relationship management, and product recommendations with an accent on client engagement, sales results, and digital banking adoption. Focus on understanding financial goals, connecting clients with cash management, credit, investment, and wealth protection solutions, and serving clients on-site across banking centres.

Location: Toronto-Gerrard Square, Toronto, ON; on-site full-time. Flexibility to work evenings, weekends, and at multiple banking centres within a reasonable travel distance.

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 personal and business clients to understand their priorities, goals, and financial needs.
  • Provide tailored guidance and recommend solutions involving cash management, credit, investments, and wealth protection.
  • Build and deepen client relationships through outreach, marketing activities, and network development.
  • Connect clients with appropriate people and opportunities across the bank.
  • 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 1 year of experience working with clients and achieving sales results.
  • Client-first approach, goal orientation, attention to detail, critical thinking, relationship-building ability, and willingness to learn.
  • Ability to work legally at the specified location; a valid work or study permit may be required.
  • Ability to work banking centre hours, including evenings and weekends, and travel between multiple banking centres within a reasonable distance.

Nice to have

  • Prior banking experience in a similar capacity.

Culture & Benefits

  • Full-time regular employment with 37.5 weekly hours.
  • Competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, employee share purchase plan, vacation, and wellbeing support, subject to applicable terms.
  • Inclusive and accessible work environment with support for accommodation during the candidate experience.
  • Purpose Day, a paid day off for personal growth and development.
  • Recognition through the MomentMakers social, points-based program.

Hiring process

  • The process may include an attribute-based assessment and additional skills tests, such as simulations or language proficiency assessments.
  • Artificial intelligence tools may be used during recruitment.

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