Elevate client relationships as a Financial Services Representative at CIBC in Georgetown. Make a meaningful difference by providing tailored financial solutions and expert advising to clients.
Join CIBC’s Personal and Business Banking team in a full-time role, focused on building relationships and facilitating client engagements. As a Financial Services Representative, you'll utilize your expertise in cash management, credit, and investment advice to meet clients’ financial goals. Flexibility in working hours, including evenings and weekends, is essential as you provide outstanding service across multiple banking centres locally.
Key Responsibilities:
• Engage with clients to understand financial priorities
• Recommend appropriate financial products and solutions
• Foster strong relationships through outreach activities
• Introduce clients to digital banking technologies
• Achieve sales results by addressing client needs
Requirements:
• 1 year of client-facing experience in sales
• Current Mutual Funds License in good standing
• Solid understanding of financial products and services
• Excellent critical thinking and relationship-building skills
• Availability to work flexible hours including weekends
Drive client success by delivering tailored financial guidance and service at CIBC in Georgetown.
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📌 CIBC Financial Services Representative Role (Ontario)
🏢 CIBC US
📍 Ontario
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