Finance Manager managing accounting and taxation for all Kroll India entities. Responsible for sensitive financial decisions and team management with integrity in the financial services sector.
About the role
- Financial Services Representative fostering key relationships with clients at CIBC. Advising on financial goals and solutions while ensuring a great client experience.
Responsibilities
- Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan
- Engage in marketing and outreach activities to show clients you value them and their communities
- Become a technology expert; share your knowledge by introducing clients to our mobile banking applications.
Requirements
- Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- Demonstrate 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
- 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 invest in your growth and development.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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