Embrace opportunity at CIBC as a Financial Services Representative in Ottawa. Build client relationships while providing tailored financial solutions and utilizing your expertise in mutual funds and investments.
As a key member of the Personal and Business Banking team, you’ll engage with clients to understand their financial goals and recommend the best solutions. Flexibility in working hours and locations is necessary, enhancing client relations and contributing to their financial success. Your role is pivotal in delivering personalized services that truly impact clients' lives.
Key Responsibilities:
• Meet clients to assess financial needs and priorities
• Engage in marketing activities to strengthen community connections




• Introduce clients to mobile banking technology
• Provide forward-looking financial plans for clients
• Collaborate with team members to create solutions
Requirements:
• 1 year of client-facing experience in banking
• Mutual Funds License in good standing
• Strong critical thinking and relationship-building skills
• Goal-oriented with a passion for client satisfaction
• Adaptable availability to work evenings and weekends
Drive financial success and client engagement as part of CIBC's vibrant Ottawa team.
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📌 Financial Services Representative at CIBC (Ottawa)
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa