Serve CIBC clients onsite in Mission through relationship building, financial guidance, and tailored banking solutions for personal and business goals.
As a Financial Services Representative, you will work within Personal and Business Banking. You will understand client priorities, recommend suitable products, and support financial success. This full-time onsite position requires flexibility across banking centres and hours.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and forward-looking plans
- Use cash management, credit, investment, and wealth protection knowledge
- Build relationships through marketing and outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in valuable standing
- Canadian Securities Course or Investment Funds In Canada
- One year working with clients and achieving sales results
- Client-first, goal-oriented, and detail-focused approach
- Flexibility for evenings, weekends, and nearby banking centres
Bring client service, financial products knowledge, and digital literacy to CIBC's onsite Mission banking centre team.
📌 Financial Services Representative Mission
🏢 CIBC
📍 Mission