Join CIBC as a Financial Services Consultant in Waterloo and play a pivotal role in client success. You'll build key relationships while delivering personalized financial services. This role requires you to be a relationship-oriented qualified who thrives in a fast-paced banking setting.
As part of the Personal and Business Banking team, you will meet with clients, understand their goals, and recommend suitable financial products. Your approach will positively impact their financial futures through attentive service and consultation. Key Responsibilities:
Meet clients to explore their banking needs
Provide tailored advice on financial products
Foster community connections through outreach activities
Educate clients on using banking technology
Collaborate within a team to optimize client services Requirements:
At least 1 year of relevant client service experience
Certification in Mutual Funds is required
Strong focus on detail and client satisfaction
Willingness to work flexible hours
Enthusiasm for learning recent financial solutions Leverage your skills in client engagement and technology with CIBC to make a difference in the community.
📌 Financial Services Consultant At Cibc London
🏢 CIBC
📍 London