CIBC Financial Services Representative Markham

CIBC Financial Services Representative Markham

30 Jul
|
Canadian Imperial Bank of Commerce
|
Markham

30 Jul

Canadian Imperial Bank of Commerce

Markham

Elevate client experiences as a Financial Services Representative at CIBC in Markham. You'll foster essential client relationships and provide tailored financial solutions while working full-time in office.

In this integral role on the Personal and Business Banking team, you will engage with clients to identify their financial goals. Your skills in cash management and investment advising will be key as you deliver informed recommendations. Flexibility in working hours and locations will enhance your ability to meet client needs effectively.

Key Responsibilities:

- Understand client priorities to advise on financial solutions
- Engage in outreach to deepen client relationships
- Leverage technology to assist clients with banking apps




- Provide ongoing financial planning for personal or business goals
- Meet all regulatory and compliance requirements in client interactions

Requirements:

- 1+ years of client service experience in financial services
- Current accreditation in Mutual Funds or related fields
- Strong goal-oriented mindset
- Excellent communication and problem-solving skills
- Passion for building client relationships and teamwork

Deliver personalized financial service with CIBC and make a difference in clients' lives every day.

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📌 CIBC Financial Services Representative Markham
🏢 Canadian Imperial Bank of Commerce
📍 Markham

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