Join CIBC as a Financial Services Representative, where your passion for client engagement makes an impact every day. You’ll work directly with clients to help them achieve their financial objectives while building valuable relationships.
This role, integral to the Personal and Business Banking team, is based at CIBC's in office Banking Centre, requiring flexible hours, including evenings and weekends. You'll utilize your knowledge of financial products to create tailored financial plans and assist clients with effective banking solutions.
Key Responsibilities:
• Meet with clients to assess their financial priorities
• Develop forward-looking financial plans for client portfolios
• Conduct marketing outreach to strengthen community ties
• Educate clients on mobile banking tools
• Collaborate with team members to connect clients with opportunities
Requirements:
• Minimum 1 year of experience in client service
• Valid Mutual Funds License required
• Previous banking experience is beneficial
• Critical thinking and attention to detail are essential
• Commitment to CIBC's values of trust and teamwork
Enhance your career while helping clients navigate their financial paths at CIBC.
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📌 Client-Focused Financial Services Representative (Ontario)
🏢 CIBC
📍 Ontario