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. #J-18808-Ljbffr
📌 Cibc Financial Services Representative (Toronto)
🏢 CIBC
📍 Toronto
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