Unlock financial prospects for clients as a Financial Services Representative II at CIBC in Ottawa, ON. This full time role centers around building relationships and providing customized financial services.

As a part of the dynamic Personal and Business Banking team, your role involves engaging clients to understand their priorities and recommending effective financial solutions. Your responsibilities will include utilizing financial literacy, critical thinking, and technology to enhance client interactions while contributing to CIBC's community outreach efforts.

Key Responsibilities:



• Engage with clients to identify financial goals • Provide recommendations on financial products • Join in marketing outreach activities for client connection • Share knowledge of digital banking tools with clients • Be adaptable to work at various banking locations

Requirements: • At least one year of relevant client service experience • Current Mutual Funds License required • Proficient in financial product knowledge • Strong relationship-building capabilities • Adherence to CIBC's values of trust, teamwork, and accountability

Apply your skills in finance and relationship management at CIBC to make a meaningful difference in clients' lives. #J-18808-Ljbffr

📌 Cibc Financial Representative With Client Focus Montreal (Canada)
🏢 Canadian Imperial Bank of Commerce
📍 Canada