Serve CIBC clients on-site in Beaverton through tailored financial advice, relationship building, and technology-enabled banking support.
As a Financial Services Representative II, you will support Personal and Business Banking clients in a Banking Centre. You will understand personal and business priorities, recommend financial products and solutions, and help clients pursue their goals. The position requires a current Mutual Funds License 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
Provide forward-looking financial planning and tailored service




Build relationships through marketing and community outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License in valuable standing
Canadian Securities Course or Investment Funds In Canada accreditation
One year of client experience and sales results
Goal-oriented, detail-focused, and critical-thinking approach
Flexibility for banking centre hours and multiple locations
Use client service, financial products, and digital literacy to support CIBC clients and relationships in Beaverton.

#J-18808-Ljbffr

📌 Financial Services Representative Beaverton (Ontario)
🏢 CIBC
📍 Ontario