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 flexible 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.
📌 Financial Services Representative Port Perry (Canada)
🏢 CIBC
📍 Canada