08 Oct
|
CIBC US
|
Ontario
Join CIBC as a Financial Services Representative II, where you'll enhance client relationships and provide tailored financial advice in a full-time on-site banking workplace. Your expertise in cash management and investments will help clients achieve their goals.
This role is part of the Personal and Business Banking team at CIBC. You will engage with clients to understand their needs and offer personalized solutions, all while building meaningful relationships. Flexibility to work across multiple banking centres is essential to ensuring a great client experience.
Key Responsibilities:
• Meet clients to assess their financial goals
• Recommend appropriate banking products and solutions
• Engage in outreach activities to strengthen community ties
• Leverage technology to enhance client banking experience
• Collaborate within a team to meet client needs
Requirements:
• 1 year of client-facing experience with sales results
• Mutual Funds License or equivalent certification
• Strong understanding of cash management and investments
• Flexibility to work at different banking locations
• Excellent relationship-building and critical thinking skills
Empower your career and impact client financial success as a key player at CIBC.
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📌 CIBC Financial Services Representative II (Ontario)
🏢 CIBC US
📍 Ontario