Financial Services Representative - CSC/IFIC
CIBC - Greater Toronto Area, ON

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Ask yourself the following questions -

- Do you have experience working in a customer service and sales function within the retail banking sector?
- Experienced working with day to day retail banking products as well as investments, lending etc?
- Would you say you have a passion for sales and providing superior customer service?
- Have you attained your CSC (Canadian Securities) and/or the IFIC (Mutual Funds) licenses?

If you answered YES to the above questions, I want to hear from YOU!! We are looking to fill several Financial Services Representative roles within the GTA East and West regions. Please read the below job description.

Imagine you’ve just helped a young couple with the purchase of their first home and they’ve given you something equally important, a smile that says thank you for helping them take the right steps to achieve their goals and aspirations. At CIBC, you’ll enjoy an exciting sales and service career that’s very rewarding, where you’re making a difference in our clients’ lives every day. So if you haven't thought about a career with CIBC, think again.

Using proven sales and service skills, you will be able to provide an exceptional experience for new and walk-in clients. Your ability to understand and meet client needs will be key to your success.

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 We’re Looking For

– Successful candidates must exhibit CIBC’s 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