Thrive as a Financial Services Specialist at CIBC in Tillsonburg. Make a difference in clients' lives by providing customized financial guidance and solutions for their future.
This in office, full time position requires you to engage actively with clients in the Banking Centre. Your role will focus on understanding personal and business financial goals, utilizing your experience in credit, investments, and wealth management to create impactful solutions. Flexibility in working hours, including evenings and weekends, will be needed to best serve our clients.
Key Responsibilities:
• Assess client needs and deliver tailored financial solutions
• Build robust client relationships through outreach efforts
• Educate clients on digital banking tools for efficiency
• Collaborate within the team to enhance customer experience
• Drive goals and performance to meet client expectations
Requirements:
• 1 year of proven sales and client engagement experience
• Valid Mutual Funds License mandatory
• Detail-oriented with strong problem-solving abilities
• Ability to build authentic relationships with clients
• Committed to continuous personal and professional growth
Enable client success as a trusted Financial Services Specialist with CIBC.
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