Client Focused Financial Services Expert Golden Horseshoe

Client Focused Financial Services Expert Golden Horseshoe

27 Aug
|
CIBC
|
Golden Horseshoe

27 Aug

CIBC

Golden Horseshoe

Unlock financial potential as a Financial Services Representative at CIBC, focusing on client-first solutions. This role allows you to shape financial outcomes for clients with tailored advice and support. CIBC seeks Financial Services Representatives to join its Personal and Business Banking team.

You will engage with clients to ascertain their financial goals and provide tailored service to ensure their success. This position offers flexibility and requires working in various banking centres to meet client needs effectively. Key Responsibilities:
Meet clients to discuss personal and business financial strategies
Conduct outreach to enhance community engagement
Guide clients through tailored investment opportunities
Utilize CIBC technology to simplify banking processes
Build lasting relationships to support client needs Requirements:
1+ years of client service or sales experience
Valid Mutual Funds License or certification
Solid understanding of banking products and services
Ability to work across multiple locations
Detail-oriented with solid communication skills Drive client success and financial growth with your expertise in a role that values personal connections at CIBC.

📌 Client Focused Financial Services Expert Golden Horseshoe
🏢 CIBC
📍 Golden Horseshoe

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