Drive financial success for clients as a Financial Services Representative with CIBC in Barrie, Ontario. Provide expert advice and solutions in a cooperative 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
Robust 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.
📌 Full Time Financial Services Role At Cibc Barrie (Canada)
🏢 CIBC
📍 Canada