12 Oct
|
CIBC US
|
Ontario
Elevate your career at CIBC as a Financial Services Representative in Peterborough, ON. Focus on client relationships and offer tailored financial solutions in a full-time role.
As part of the Personal and Business Banking team, you will engage clients to understand their financial priorities. Your expertise in cash management, credit, and investment will allow you to recommend the best products to support their goals. Flexibility in your schedule is essential as roles may vary across multiple banking centres.
Key Responsibilities:
• Meet clients to assess their personal and business financial needs
• Advise clients on solutions based on their goals
• Conduct marketing and outreach activities to deepen client relationships
• Introduce clients to mobile banking technology for enhanced service
• Collaborate with team members to connect clients to relevant resources
Requirements:
• One year of client-facing experience with sales results
• Current Mutual Funds License or related accreditation
• Solid attention to detail and problem-solving skills
• Passion for relationship building and client engagement
• Flexibility to work evenings and weekends
Become an essential part of CIBC’s commitment to client success by leveraging your experience in financial services.
#J-18808-Ljbffr
📌 Financial Services Representative at CIBC (Ontario)
🏢 CIBC US
📍 Ontario