Financial Services Representative
CIBC - Sylvan Lake, AB

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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 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

Interested in this opportunity? Apply on-line at:
Job ID # 13014037