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 good 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.