Join CIBC as a Financial Services Representative in Oshawa-King and Simcoe, where client relationships and tailored banking solutions drive our mission. Help clients succeed with informed financial guidance.
In this full-time in office role within the Personal and Business Banking team, you will engage clients to understand their financial goals and provide tailored services. Your responsibilities include utilizing your expertise in cash management, credit, and investments to foster meaningful client relationships while adapting to banking center hours, including evenings and weekends.
Key Responsibilities:
• Meet with clients to understand financial goals
• Provide advice and tailored financial plans
• Engage in outreach activities to build relationships
• Introduce clients to mobile banking applications
• Maintain a client-first approach in all interactions
Requirements:
• Current accreditation in Mutual Funds License
• One year experience in client engagement
• Detail-oriented with strong critical thinking skills
• Values teamwork and accountability in tasks
• Motivated by achieving personal and team goals
Elevate your banking career by making a meaningful impact at CIBC, where client success is the priority.
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📌 CIBC Financial Services Representative Role (Ontario)
🏢 CIBC
📍 Ontario