Drive financial success for clients as a Financial Services Representative with CIBC in Barrie, Ontario. Provide expert advice and solutions in a collaborative banking setting.
CIBC is hiring a Financial Services Representative to enhance client relationships within our Personal and Business Banking team. This full-time role involves understanding client goals, offering expert advice on financial products, and leveraging technology for efficient service. Your dedication to client success will play a pivotal role in transforming lives.
Key Responsibilities:
• Understand clients' personal and business financial priorities
• Recommend suitable financial products and solutions
• Engage in community outreach to strengthen relationships
• Educate clients on digital banking capabilities
• Work as a team to connect clients with resources
Requirements:
• 1 year experience in client engagement and sales
• Accredited with a good standing Mutual Funds License
• Strong critical thinking and detail-oriented abilities
• Passion for continuous learning and development
• Flexibility to serve multiple locations as needed
Contribute to CIBC’s mission and inspire financial well-being in Barrie.
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📌 Full-Time Financial Services Role at CIBC (Ontario)
🏢 CIBC
📍 Ontario