CIBC Relationship Financial Services Role (Ontario)

CIBC Relationship Financial Services Role (Ontario)

02 Sep
|
Canadian Imperial Bank of Commerce
|
Ontario

02 Sep

Canadian Imperial Bank of Commerce

Ontario

Boost client financial success as a Financial Services Representative with CIBC in Kemptville. Your focus on relationship management and tailored advice will help clients reach their goals.

At CIBC, you will be integral to the Personal and Business Banking team, working directly with clients in a fast-paced environment. This full-time role allows you to engage clients, assess their financial priorities, and use your expertise in credit and investments to recommend personalized solutions. You'll operate on-site, fostering meaningful connections that empower clients.

Key Responsibilities:
• Engage clients to determine their financial objectives and priorities
• Advise on cash management and investment strategies
• Optimize client experiences through technology and mobile banking




• Conduct community outreach to deepen client relationships
• Collaborate with peers to ensure client satisfaction

Requirements:
• Must have a current Mutual Funds License or equivalent
• Minimum of 1 year experience in client-focused roles
• Robust understanding of financial products and services
• Outstanding communication and relationship-building skills
• Willingness to work flexible hours, including evenings

Drive client engagement and relationship-building as a Financial Services Representative at CIBC in Kemptville.
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📌 CIBC Relationship Financial Services Role (Ontario)
🏢 Canadian Imperial Bank of Commerce
📍 Ontario

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