Serve Port Perry clients on-site full-time as a Financial Services Representative, using relationship building and tailored financial solutions.
As part of CIBC’s Personal and Business Banking team, you’ll work in a Banking Centre. You’ll understand personal and business priorities, recommend suitable products, and support financial success. The role includes adaptable banking centre hours and travel to multiple nearby centres.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Use knowledge of credit, investments, and wealth protection
Build networks through marketing and community outreach
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
Critical thinking and goal-oriented decision-making skills
Flexibility for evenings, weekends, and nearby banking centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC’s Port Perry Banking Centre.

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📌 Financial Services Representative Port Perry (Ontario)
🏢 CIBC
📍 Ontario