Financial Services Representative (Cantonese / Mandarin)
On-site · Markham, Ontario, Canada
Job Summary
Financial Services Representative at CIBC (Cantonese / Mandarin) in Markham, ON. On-site full-time role within a Banking Centre, requiring 1 year of client-facing sales experience and a Mutual Funds license or equivalent Canadian securities qualification. Responsibilities include meeting with clients to understand personal and business priorities, advising on solutions, providing forward-looking financial planning, and leveraging cash management, credit, investments and wealth protection to help clients reach goals. You’ll build relationships through marketing and outreach, expand your network, and guide clients to the right products and services. The role emphasizes client service, proactive problem solving, and using technology to improve banking needs. Qualifications include current accreditation, a Canadian securities course, or Investment Funds in Canada, and the ability to work flexible banking centre hours (evenings/weekends) with travel between centres. You should be customer-focused, detail-oriented, with strong communication skills and a commitment to trust, teamwork, and accountability. The position requires legal eligibility to work in Canada and may involve travel to multiple banking centres within a reasonable distance.
Required Qualifications
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients and achieving sales results
Additional Requirements
- Legal eligibility to work at the specified location(s)
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