Apply client engagement and financial product knowledge as a Financial Services Representative at CIBC’s Port Perry Banking Centre. Work on-site full-time with clients.
As a Financial Services Representative II, you will support Personal and Business Banking clients. Build relationships, understand personal and business priorities, and recommend tailored solutions. Use knowledge of cash management, credit, investments, and wealth protection to support financial goals.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Build relationships through marketing and outreach activities
Connect clients with appropriate people and opportunities




Introduce mobile banking applications and digital tools
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
Solid critical thinking and goal-oriented decision-making skills
Flexibility for banking centre evenings, weekends, and travel
Bring client service, financial products, relationship building, and digital literacy to CIBC’s Port Perry Banking Centre.

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