CIBC Financial Services Representative (Ontario)

CIBC Financial Services Representative (Ontario)

28 Oct
|
CIBC
|
Ontario

28 Oct

CIBC

Ontario

Build client relationships at CIBC as a Financial Services Representative in Toronto, providing tailored financial guidance and digital banking support on-site full-time.
As part of Personal and Business Banking, you’ll support clients at the Toronto-Finch & Warden Banking Centre. You’ll understand personal and business goals, recommend financial products, and connect clients with suitable solutions. The work includes relationship building, outreach, and mobile banking education.
Key Responsibilities: Meet clients to understand personal and business priorities
Provide tailored advice and forward-looking financial plans
Recommend cash management, credit, investment, and wealth protection solutions
Grow networks through marketing and community outreach activities




Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in positive standing
Canadian Securities Course or Investment Funds In Canada
One year of client and sales results experience
Goal-oriented, detail-focused, and critical-thinking approach
Flexibility for banking centre evenings, weekends, and travel
Use client service, financial products, and digital literacy to help Toronto clients pursue meaningful financial goals with CIBC.

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

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