Client-Focused Financial Services Representative (Ontario)

Client-Focused Financial Services Representative (Ontario)

21 Aug
|
Canadian Imperial Bank of Commerce
|
Ontario

21 Aug

Canadian Imperial Bank of Commerce

Ontario

Elevate client relationships as a Financial Services Representative at CIBC, working full-time in Toronto. Provide tailored financial solutions to enhance client success and satisfaction across various banking centres.

As a key member of the Personal and Business Banking team at CIBC, you'll focus on client engagement and relationship building. You'll leverage your knowledge of financial products, cash management, and investment solutions to effectively advise clients. Flexibility is key, as you'll work at multiple locations to deliver exceptional service during typical banking hours, including evenings and weekends.

Key Responsibilities:
• Engage clients to understand financial goals and needs
• Advise on cash management, credit, and investment products




• Build and maintain relationships through outreach efforts
• Enhance client experience with technology expertise
• Collaborate with teams to connect clients to solutions

Requirements:
• Current accreditation for Mutual Funds License
• Minimum 1 year in client engagement with sales results
• Robust understanding of financial products and services
• Flexibility to work varied banking hours
• Banking experience is a plus

Deliver impactful financial advice and foster client success through trust and authentic relationships.
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📌 Client-Focused Financial Services Representative (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario

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