Deliver tailored financial guidance at CIBC’s Toronto Banking Centre, using client relations and investment knowledge in an on-site setting.

As a Financial Services Representative II, you’ll serve Personal and Business Banking clients at Toronto-Bloor & Runnymede. Build relationships, understand personal and business goals, and recommend suitable products and solutions. Your work includes cash management, credit, investments, wealth protection, and mobile banking support.

Key Responsibilities:

- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and forward-looking plans
- Recommend products supporting clients’ financial goals
- Develop relationships through marketing and outreach activities




- Introduce mobile banking applications to clients

Requirements:

- Current Mutual Funds License accreditation in positive standing
- Canadian Securities Course or Investment Funds In Canada
- One year working with clients and achieving sales results
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres

Use financial services, client engagement, and investment planning expertise to support CIBC clients at Toronto-Bloor & Runnymede.

📌 Financial Services Representative Toronto (Canada)
🏢 CIBC
📍 Canada