Financial Services Representative
On-site · Amherst, Nova Scotia, Canada
Job Summary
Financial Services Representative in a on-site full-time role at CIBC in Amherst, NS. You will meet with clients to understand personal and business priorities, advise on cash management, credit, investments, and wealth protection, build relationships, promote mobile banking tools, and help clients reach their financial goals. You’ll work across multiple banking centres within a reasonable travel distance, engage in outreach and client service, and leverage technology to enhance the client experience. Requires current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and at least 1 year of client-facing sales experience; banking experience is a plus. You must be flexible to banking centre hours, including evenings and weekends, and be legally eligible to work in Canada. Values-driven culture emphasizing trust, teamwork, and accountability.
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients
- banking center on-site full-time
- willingness to work hours including evenings and weekends
- Capital markets/product knowledge (cash management, credit, investment, wealth protection)
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