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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 Were Looking For
Successful candidates must exhibit CIBCs 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
What You Should Know
Must be available to work evenings and weekends (Saturdays & Sundays)
Location: La Ronge, SK