Elevate your career as a Financial Services Representative at CIBC in Collingwood. Serve clients by tailoring financial solutions that align with their goals and leveraging technology for their benefit.
Join CIBC's dedicated Personal and Business Banking team as a Financial Services Representative. This full time on-site role focuses on client engagement and relationship building, where flexibility is key. Candidates who excel in client service, goal planning, and digital literacy will thrive in our fast-paced environment.
Key Responsibilities:
• Engage clients to understand their financial priorities
• Recommend tailored financial products and solutions
• Leverage technology to enhance client banking experiences
• Conduct marketing activities to deepen client relationships
• Maintain a focus on achieving sales results and goals
Requirements:
• 1 year experience working directly with clients
• Current Mutual Funds License in valuable standing
• Robust knowledge of financial products and services
• Excellent communication and relationship-building skills
• Detail-oriented with critical thinking abilities
Contribute to CIBC's mission of client-focused success by fostering relationships and providing informed financial solutions.
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