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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. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders.
As a Financial Service Representative you will:
- Engage with several clients every day to meet their immediate and future needs, offer advice, handle objections and complete sales for both personal and small business clients
- Proactively contact clients by phone to identify potential client needs, and schedule appointments to further discuss clients opportunities
- Seek to understand and advise clients based on a comprehensive financial planning approach including cash management, credit, investment and wealth protection
- Demonstrate the benefits and assist clients in using all channels such as Bank Machines, Telephone Banking, Mobile and Online Banking
- Keep current on CIBC products and systems to close any gaps in knowledge
This role requires a Mutual Funds License in good standing (Canadian Securities Course or Investment Funds In Canada)
(For full job description visit www.cibc.com/careers posting 18009997
Work Setting
- Trust company
- Financial institution
- Credit union
- Caisse populaire
- Bank
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