Build client relationships at CIBC as a Financial Services Representative in Toronto, providing tailored financial guidance and digital banking support in office 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 good 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.
📌 CIBC Financial Services Representative (Toronto)
🏢 CIBC
📍 Toronto