Job opportunity
Financial Services Representative Leamington
Wellington Financial LP
Build client relationships at CIBC in Leamington, ON, using financial planning and tailored service while working on-site full-time. Help personal and business clients pursue their financial goals.
As a Financial Services Representative II within Personal and Business Banking, you will meet clients in a Banking Centre. You will understand their priorities, recommend suitable products and solutions, and provide informative service. The position requires current Mutual Funds License accreditation, one year of client and sales-results experience, and flexibility across nearby Banking Centres.
Key Responsibilities:
Meet clients to understand personal and business priorities
Provide forward-looking financial plans and tailored solutions
Use knowledge of credit, investments, and wealth protection
Build networks through marketing and community outreach
Introduce clients to mobile banking applications
Requirements:
Current Mutual Funds License accreditation in good standing
One year working with clients and achieving sales results
Client-first, goal-oriented, and detail-focused approach
Critical thinking and relationship-building skills
Flexibility for banking centre hours and nearby locations
Use client service, financial products, and digital literacy skills to support CIBC clients across Leamington Banking Centres.
#J-18808-Ljbffr
Apply on source site As a Financial Services Representative II within Personal and Business Banking, you will meet clients in a Banking Centre. You will understand their priorities, recommend suitable products and solutions, and provide informative service. The position requires current Mutual Funds License accreditation, one year of client and sales-results experience, and flexibility across nearby Banking Centres.
Key Responsibilities:
Meet clients to understand personal and business priorities
Provide forward-looking financial plans and tailored solutions
Use knowledge of credit, investments, and wealth protection
Build networks through marketing and community outreach
Introduce clients to mobile banking applications
Requirements:
Current Mutual Funds License accreditation in good standing
One year working with clients and achieving sales results
Client-first, goal-oriented, and detail-focused approach
Critical thinking and relationship-building skills
Flexibility for banking centre hours and nearby locations
Use client service, financial products, and digital literacy skills to support CIBC clients across Leamington Banking Centres.
#J-18808-Ljbffr