Serve CIBC clients onsite in Rosemere using relationship building and tailored financial service. Apply client engagement and digital banking knowledge daily.
As a Financial Services Representative on CIBC’s Personal and Business Banking team, you’ll build trusted client relationships. You’ll understand personal and business priorities, recommend suitable financial products, and provide forward-looking plans. The position requires current mutual funds accreditation and client-facing sales experience.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions involving cash management, credit, investments, and wealth protection
Build networks through marketing and community outreach activities
Connect clients with appropriate people and opportunities
Introduce mobile banking applications and digital tools
Requirements: Current Mutual Funds License accreditation in valuable standing
One year experience serving clients and achieving sales results
Client-first, goal-oriented, and detail-focused approach
Critical thinking and relationship-building skills
Flexibility for onsite work, banking hours, and multiple centres
Bring financial products knowledge, client service, and relationship-building skills to CIBC’s Rosemere Banking Centre team.