Financial Services Representative At Cibc Peterborough

Financial Services Representative At Cibc Peterborough

14 Oct
|
CIBC US
|
Peterborough

14 Oct

CIBC US

Peterborough

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
Robust 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.

📌 Financial Services Representative At Cibc Peterborough
🏢 CIBC US
📍 Peterborough

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