Use client engagement and financial planning skills as a Financial Services Representative II with CIBC in Hamilton, Ontario. Work in office full-time.
As part of Personal and Business Banking, you will build relationships with clients and understand their personal and business priorities. You will provide tailored service, recommend financial products and solutions, and help clients pursue their goals. The position requires flexibility across banking centres.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Provide advice and forward-looking financial plans
- Recommend cash management, credit, investment, and wealth protection solutions
- Build networks through marketing and 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 working with clients and achieving sales results
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial products, relationship building, and digital literacy to CIBC’s Hamilton banking centre team.
📌 Financial Services Representative Hamilton (Canada)
🏢 CIBC
📍 Canada