Put the customer first - Recensione dipendente - Financial Services Representative II presso CIBC

2,0
14 mar 2016
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Helping people is the most satisfying part of the job.

Svantaggi

Too sales driven, so many different processes and systems that are always changing that nobody really knows what is going on. You have to convince the client that you aren't an idiot while navigating these buggy systems and disjointed processes. Do not trust anything a manager says unless it's in writing. Leads are over dialed in most branches, some clients are called every six weeks. I had to put myself on their do not call list.

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5,0
1 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Good flatform to do holistic financial planning for clients. Stock purchase plan with company matching

Svantaggi

There is no commission anymore.

4,0
17 giu 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

good visibility, good work/life balance (got lucky and am in a good team)

Svantaggi

little to no upward momentum. not enough of a structure to support long term employees with competitive market rates.

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