Take the next step in your banking career at CIBC as a Financial Services Representative. Based in Ormstown, this role offers a full time position focused on client engagement and financial advisory.
You’ll work closely with clients to assess their personal and business financial goals while providing tailored recommendations. As part of our Personal and Business Banking team, you will engage in relationship building and outreach to enhance client connections. Your expertise in financial products will be vital to your success in client interactions.
Key Responsibilities:
• Meet clients to navigate their financial priorities effectively
• Deliver insightful advice on wealth management and investments
• Conduct marketing activities to showcase client value
• Facilitate technology adoption through mobile banking education
• Develop financial plans that align with client aspirations
Requirements:
• Minimum 1 year experience in client-facing roles
• Must possess current Mutual Funds License
• Proficient in financial product recommendations
• Strong relationship management capabilities
• Goal-oriented with attention to detail
Channel your skills in relationship management and financial guidance at CIBC in Ormstown.
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