Financial Services Representative
CIBC based in Winnipeg, MB is inviting applications from suitable candidates for the position of Financial Services Representative. CIBC stands as a prominent Canadian financial establishment with a sturdy representation in the industry. CIBC provides an extensive range of financial offerings, encompassing savings arrangements, home loans, and financial investment alternatives. The corporation boasts its commitment to customer focus and pioneering banking resolutions, employing state-of-the-art technology to elevate user interactions. CIBC perseveres as a reliable ally for both individuals and enterprises. The candidates selected for the vacancy will be required to start the work as soon as possible.
Job Description:
Employer Name: CIBC
Position: Financial Services Representative
No of Vacancies: 1
Salary: Salary is not mentioned, $32.00-$37.00 hourly estimated salary
Employment Type: Regular
Location: Winnipeg, MB, CA
Job Location: Winnipeg-895 Empress St
Schedule: Full time
Weekly Hours: 37.5
Requisition ID/Job ID: 2400217
Requirements:
Languages: Candidates must have knowledge of the English and French Language
Education: Candidates need standard educational qualifications such as a Secondary (high) school graduation certificate or Intermediate or a Bachelor’s or Master’s degree or equivalent experience
Experience: Candidates should have 1 year of experience in working with clients and achieving sales results. Prior banking experience in an asset
Other Requirements:
- The candidates should be putting our clients first. They should engage with purpose to find the right solutions and go the extra mile because it’s the right thing to do
- The candidates should be goal-oriented. They should be motivated by accomplishing their goals and delivering their best to make a difference
- The candidates should know that details matter. They should notice things that others don’t, and their critical thinking skills should help to inform their decision-making
- The candidates should be passionate about people. They should find meaning in relationships and surround themselves with a diverse network of partners. They should build trust through respect and authenticity
- The candidates should love to learn. They should be passionate about growing their knowledge, and they should know that there is no limit to what they can achieve
- The candidates should be certified professionals. They should have current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- The candidates should be able to demonstrate 1 year of experience in working with clients and achieving sales results. It’s an asset if they have prior banking experience in a similar capacity
- The candidates should bring their real selves to work and live our values – trust, teamwork, and accountability
Responsibilities:
- The candidates should be able to work in a fast-paced Banking Centre where they’ll make a meaningful difference in our clients’ lives
- The candidates should be able to, as a Financial Services Representative, foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success
- The candidates should be able to be flexible to work banking centre hours, which may include evenings and weekends
- The candidates should be able to deliver a great client experience and be flexible to work at multiple banking centres within a reasonable travel distance
- The candidates should be able to meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- The candidates should be able to use their knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals
- The candidates should be able to engage in marketing and outreach activities to show clients they value them and their communities
- The candidates should be able to grow their network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities
- The candidates should be able to become a technology expert and share their knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs
Benefits:
- The candidate will have access to banking benefits and a benefits program
- The candidate will be part of a defined benefit pension plan
- The candidate will have the opportunity to participate in an employee share purchase plan
- The candidate will receive a vacation offering
- The candidate will have access to wellbeing support
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!