Financial Service Representative, Granby

CIBC is seeking a Financial Service Representative to foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service.

Requirements

• Meet with clients to understand their personal and business priorities
• Advise clients on solutions and provide a forward-looking financial plan
• Engage in marketing and outreach activities to show clients you value them and their communities
• Become a technology expert and introduce clients to our mobile banking applications
• Have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
• Demonstrate 1 year experience in working with clients and achieving sales results

Benefits

• Competitive salary
• Incentive pay
• Banking benefits
• Benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program