Build trusted client relationships as a Financial Services Representative with CIBC, using financial planning and tailored advice. Work full-time in office across banking centres as needed.
As part of Personal and Business Banking, you will understand personal and business goals, recommend suitable products, and support financial success. You will advise clients using knowledge of cash management, credit, investment, and wealth protection. The position also includes client outreach and mobile banking guidance.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend products and solutions supporting financial goals
Provide forward-looking financial plans and tailored service
Build networks through marketing and community outreach
Introduce clients to mobile banking applications
Requirements: Current Mutual Funds License accreditation in good standing
Canadian Securities Course or Investment Funds In Canada
One year of client and sales results experience
Critical thinking and goal-oriented decision-making skills
Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, financial knowledge, and technology guidance to meaningful client conversations at CIBC banking centres.