Serve Port Perry clients in office 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
🏢 CIBC
📍 Port Perry