5 дней назад
Financial Services Representative (Cantonese/Mandarin)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Cantonese/Mandarin) (Personal and Business Banking): Building client relationships and delivering tailored banking solutions with an accent on financial planning, product recommendations, and digital banking support. Focus on advising clients across cash management, credit, investment, and wealth protection while developing networks and achieving sales results.
Location: Toronto-Gerrard Square, Toronto, ON; on-site full-time. Flexibility to work evenings, weekends, and multiple banking centres within a reasonable travel distance is required.
Company
CIBC is a relationship-oriented bank providing personal and business banking products and financial services.
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, investment, and wealth protection.
- Build and deepen client relationships through outreach, marketing activities, 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.
- Cantonese and Mandarin language capability as specified for the role.
- Client-first approach, goal orientation, critical thinking, relationship-building, and willingness to learn.
- Legal eligibility to work in Canada 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 salary and incentive pay.
- Banking benefits, a benefits program, defined benefit pension plan, and employee share purchase plan, subject to plan terms.
- Vacation offering, wellbeing support, and a social recognition program.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible work environment with modern spaces and technology.
Hiring process
- An attribute-based assessment and other skills tests may be required.
- 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 →
Похожие вакансии
2 дня назад
Financial Services Representative - Universal Banker - Beaconsfield, QC
4 дня назад
Financial Services Representative
16 часов назад
Universal Banker I (Financial Services)
2 дня назад
Financial Services Representative (Banking)
3 дня назад
Financial Services Representative II (Banking)
2 дня назад