Finance Specialist managing accounting and financial reporting processes at Manulife. Collaborating with teams to ensure accuracy and efficiency in finance operations.
About the role
- Financial Services Representative engaging with clients to provide financial solutions at CIBC Banking Centres. Supporting client goals through tailored services and relationship building while working flexible hours.
Responsibilities
- Engage with clients to understand their personal and business priorities
- Advise clients on solutions and provide a forward-looking financial plan
- Utilize knowledge of cash management, credit, investment, and wealth protection
- Engage in marketing and outreach activities to demonstrate value to clients
- Grow your network, deepen relationships, and connect clients with opportunities
- Introduce clients to mobile banking applications for better management of their needs
- Work flexible hours including evenings and weekends.
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience in working with clients and achieving sales results
- Prior banking experience in a similar capacity is an asset.
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- A benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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