Financial Services Representative
Current- Provide existing and new client's with personalized financial plan to help them achieve their financial goals.- Conduct day-to-day outbound calls to existing CIBC client's in order to build a stronger relationship by completing ongoing financial review.- Provide financial solutions by specializing in: Mortgages, Lending, Investment, Retirement Planning, Mutual Funds and personal banking products.- Report weekly sales target performance to branch manager.- Identifying high-value client's and making referrals to Imperial Service Platform.- Receive recognition for Quarterly Achiever 2015 and Employee of the Month