Become a vital part of CIBC's Personal and Business Banking team in Kanata. As a Financial Services Representative, you'll enhance client relationships while helping them manage their financial goals.
This full-time position emphasizes client engagement and relationship building. You'll meet clients to discuss their priorities, providing tailored advice on financial solutions. With a focus on technology, you'll also familiarize clients with mobile banking tools, ensuring they benefit from all available financial products.
Key Responsibilities:
• Foster client relationships through personalized interactions
• Recommend financial solutions aligned with client goals
• Conduct marketing activities to expand client base




• Educate clients on mobile banking tools
• Ensure compliance and deliver exceptional service
Requirements:
• 1 year experience in client-based sales
• Certification in Mutual Funds License
• Proven skills in cash management and credit assessment
• Robust critical thinking and relationship-building abilities
• Passion for continuous learning in financial services
Elevate client satisfaction by applying your expertise in financial products at CIBC in Kanata.
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📌 CIBC Financial Services Representative Kanata (Ottawa)
🏢 CIBC
📍 Ottawa