Financial Services Representative Bowmanville (Ontario)

Financial Services Representative Bowmanville (Ontario)

28 Oct
|
CIBC
|
Ontario

28 Oct

CIBC

Ontario

Use client engagement and financial planning skills as a Financial Services Representative II with CIBC in Bowmanville, Ontario. This is an on-site, full time contract assignment.
Within CIBC’s Personal and Business Banking team, you will build relationships with clients and understand their personal and business priorities. You will provide tailored service, recommend financial products, and support clients through cash management, credit, investment, and wealth protection knowledge. The position also includes introducing mobile banking applications and participating in outreach activities.
Key Responsibilities: Meet clients to understand priorities and financial goals
Provide advice and forward-looking financial plans
Recommend suitable products, services, and solutions




Build networks through marketing and outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in good standing
At least one year working with clients
Experience achieving sales results
Critical thinking and strong attention to detail
Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, financial product knowledge, and client service skills to CIBC’s Bowmanville banking centre team.

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

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