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 positive 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.