Elevate client relations at CIBC as a Financial Services Representative. This on-site role focuses on understanding and fulfilling client financial needs in a dynamic banking centre workplace.
In this full-time position, you'll work with clients at multiple locations, providing personalized financial guidance. Your responsibilities will include assisting clients with cash management, credit, and wealth protection, leveraging your knowledge and experience for their benefit. Emphasizing client experience ensures their financial goals are met with care and attention.
Key Responsibilities:
• Meet clients to assess financial needs and priorities
• Advise on solutions, creating forward-looking financial plans




• Engage in community outreach to strengthen client connections
• Utilize technology and mobile applications for client management
• Collaborate with team to ensure optimal client service
Requirements:
• At least 1 year client-related experience is required
• Current Mutual Funds License essential
• Knowledge in financial products and client services
• Results-driven mindset with strong attention to detail
• Prior banking experience is preferable
Join CIBC to make a meaningful impact in clients’ financial lives with your expertise.
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📌 Client-Focused Financial Services Representative (Brampton)
🏢 CIBC
📍 Brampton