Drive client success as a Financial Services Representative at CIBC in Toronto. This full-time position focuses on building relationships, providing tailored financial advice, and utilizing technology for effective banking.
At CIBC, you'll be a pivotal member of the Personal and Business Banking team, engaging with clients to understand their financial goals. Your expertise in client relations and financial services will empower you to provide personalized solutions. Flexibility to work at multiple banking centres is essential to enhance the client experience.
Key Responsibilities:
• Meet clients to understand personal and business priorities
• Advise on financial solutions and forward-looking plans
• Engage in marketing to deepen client relationships
• Introduce clients to mobile banking technologies
• Collaborate with team members for optimal client service
Requirements:
• 1 year experience in client roles with sales results
• Mutual Funds License in good standing
• Passion for relationship building and learning
• Detail-oriented with critical thinking skills
• Values trust, teamwork, and accountability
Support clients in reaching their financial goals through dedicated service and expertise at CIBC.
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📌 Financial Services Representative at CIBC (Ontario)
🏢 CIBC
📍 Ontario