Unlock financial opportunities 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 energetic 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 flexible 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
Robust 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.

📌 Cibc Financial Representative With Client Focus Ottawa
🏢 Canadian Imperial Bank of Commerce
📍 Ottawa