Support clients as a Financial Services Representative in Bowmanville, using relationship building and tailored financial guidance on-site full-time. Help personal and business clients pursue meaningful financial goals through informed service.
As part of CIBC’s Personal and Business Banking team, you’ll work in a Banking Centre serving clients and communities. You’ll understand personal and business priorities, recommend appropriate products and solutions, and provide forward-looking financial plans. This temporary, fixed-term position requires flexibility for evenings, weekends, and multiple nearby Banking Centres.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions using cash management, credit, investment, and wealth protection knowledge
Build networks through marketing and community outreach activities
Connect clients with appropriate people and opportunities
Introduce mobile banking applications and support technology use
Requirements: Current Mutual Funds License accreditation in valuable standing
One year working with clients and achieving sales results
Client-first, goal-oriented approach with critical thinking skills
Passion for relationships, learning, and diverse professional networks
Flexibility for Banking Centre hours and nearby locations
Bring client engagement, financial product knowledge, and trusted relationship building to CIBC’s Bowmanville Banking Centre team.
#J-18808-Ljbffr
📌 Financial Services Representative Bowmanville (Ontario)
🏢 CIBC
📍 Ontario