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CIBCPosted 1 month ago

Financial Services Representative II

$31,200–$31,200 year

On-siteGolden, British Columbia, Canada

Full TimeEnterprise

Job Summary

Meet with clients to understand their financial and personal goals, provide tailored service, and recommend products that support their success. Foster key relationships through marketing and outreach activities while leveraging technology to introduce clients to mobile banking applications. Work in a fast-paced Banking Centre during flexible hours that may include evenings and weekends, traveling between multiple locations as needed.

Required Qualifications

  • You're a certified professional
  • You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • You can demonstrate 1 year experience in working with clients and achieving sales results
  • You need to be legally eligible to work at the location(s) specified above
  • must have a valid work or study permit

Desired Qualifications

  • It's an asset if you have prior banking experience in a similar capacity

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