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Job Requirements
- To provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools
- Will be required to plan business activities to meet weekly sales, service and referral targets for personal and small business clients
- Will be responsible for proactively initiating phone calls to book appointments with clients to discuss their needs and to offer financial solutions
- Accountable for accurately capturing and validating clients personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
- Act as Branch Manager during his/her absence
- Demonstrate a strong code of ethics while adhering to and protecting client privacy
What Were Looking For
Successful candidates must exhibit CIBCs values of trust, team work, and accountability
Must have the Canadian Investment Funds Course (CIFC) or Canadian Securities Course (CSC) within three (3) months after your start date
Must have experience working towards and achieving sales targets
Must have initiative and the ability to build strong relationships
Should be organized and detail oriented
Other Information
Must be available to work evenings and weekends (Saturdays & Sundays)
Location: Prince Albert, SK