Elevate client financial experiences as a Financial Services Representative with CIBC in Toronto. Utilize your banking expertise to guide clients toward achieving their personal and business financial goals.
As a vital member of CIBC's Personal and Business Banking team, you will engage clients by understanding their financial needs. Your role involves leveraging your knowledge in cash management, investments, and wealth protection to provide bespoke recommendations. You will be on-site full-time and need to demonstrate flexibility in working hours and locations.
Key Responsibilities:
• Conduct client meetings to assess financial priorities
• Advise on tailored financial plans and solutions
• Engage in outreach to strengthen client relationships




• Share insights on mobile banking technology with clients
• Collaborate with team members to optimize client experience
Requirements:
• 1 year experience in client-facing roles
• Current Mutual Funds License in positive standing
• Effective communication and critical thinking skills
• Experience in banking preferred but not required
• Demonstrated sales achievements in previous roles
Become part of a collaborative team dedicated to enriching client relationships at CIBC.
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📌 Financial Services Representative at CIBC (Toronto)
🏢 CIBC US
📍 Toronto