Financial Services Representative
On-site · St. John's, Newfoundland and Labrador, Canada
Job Summary
Financial Services Representative in a on-site, full-time Banking Centre within CIBC's Personal and Business Banking team. You will engage clients, understand personal and business goals, advise on cash management, credit, investments, and wealth protection, build relationships, and guide clients to appropriate products and solutions. The role emphasizes client engagement, territorial coverage across banking centres within a reasonable travel distance, leveraging technology including mobile banking, and a focus on delivering a forward-looking financial plan in a fast-paced environment. Requires Mutual Funds licensing/Canadian securities credentials and a minimum of 1 year of client/sales experience; location is St. John’s, NL, Canada.
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients and achieving sales results
- legally eligible to work in Canada at location above
- comfortable working in a multi-centre, travel-friendly environment
- on-site full-time Banking Centre role with flexibility to work evenings/weekends
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