Job Order Detail

Description

CIBC is a leading Canadian-based global financial institution. Through our three major businesses  Retail and Business Banking, Wealth Management and Wholesale Banking  we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world.

CIBC focuses on what matters to our employees  access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance  so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.

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

What Were Looking For

- Successful candidates must exhibit CIBCs values of trust, team work, and accountability
Preferred candidates will have completed the required courses, IFIC, or CSC (Canadian Investment Funds Course/Canadian Securities Course) prior to the start date. Exceptions may be made available, however required accreditation must be in place within 3 months after start date.
Must have prior professional experience working towards and achieving sales targets
Must have initiative and the ability to build strong relationships
Should be organized and detail oriented