Company: CIBC
Location: Bedford, NS
Expected salary:
Job date: Thu, 08 May 2025 04:40:37 GMT
Job description: and wealth protection to help clients meet their goals. Relationship building – Engage in marketing and outreach activities…, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls…
The content emphasizes the importance of wealth protection and goal attainment for clients. Key components include:
- Relationship Building: Engage in marketing and outreach to foster connections.
- Customer Experience (CX): Enhance client interactions for better satisfaction.
- Digital Literacy: Ensure clients are informed about digital tools.
- Financial Products: Offer relevant financial solutions.
- Goal Planning: Assist clients in setting and achieving their objectives.
- Group Problem Solving: Collaborate to address challenges effectively.
- Outbound Calls: Reach out proactively to maintain client engagement.
This comprehensive approach aims to support clients in managing their finances and achieving their personal goals.
The job description for the Financial Services Representative – Universal Banker position at CIBC in Bedford, NS, outlines the following responsibilities and qualifications:
Responsibilities:
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Client Engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Utilize knowledge of technology, cash management, credit, investment, and wealth protection to help clients meet their goals.
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Relationship Building: Engage in marketing and outreach activities to demonstrate value to clients and their communities. Grow your network, deepen existing relationships, and collaborate with the team to ensure clients are connected to the right people and opportunities.
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Leveraging Technology: Become a technology expert by introducing clients to mobile banking applications, assisting them in better managing their banking needs.
Qualifications:
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Client-Focused: Demonstrate a commitment to putting clients first by engaging with purpose to find the right solutions and going the extra mile when necessary.
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Goal-Oriented: Be motivated by accomplishing goals and delivering your best to make a difference.
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Detail-Oriented: Possess critical thinking skills to inform decision-making and notice details that others might overlook.
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Interpersonal Skills: Build meaningful relationships and connect with others through respect and authenticity.
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Continuous Learning: Show a passion for growing your knowledge and a strong sense of curiosity.
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Experience: At least one year of experience working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset.
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Certification: Current accreditation and good standing in the Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
Additional Information:
CIBC offers a competitive salary, incentive pay, banking benefits, a benefits program, a defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and a social recognition program. The role requires flexibility to work at multiple banking centres within a reasonable travel distance and may include evenings and weekends.
For more details, you can visit the job posting on JobViewTrack.