Serve CIBC clients on-site full-time in Bobcaygeon, using relationship building and tailored financial guidance to support personal and business goals.
As a Financial Services Representative II, you will meet clients, understand their priorities, and recommend suitable products and solutions. You will use knowledge of cash management, credit, investments, and wealth protection. The position also includes introducing mobile banking applications and supporting client connections across CIBC.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Provide forward-looking financial plans and tailored advice
- Recommend products and solutions supporting client financial success
- Build relationships through marketing and outreach activities
- Introduce mobile banking applications to clients
Requirements:
- Current Mutual Funds License accreditation in positive standing
- Canadian Securities Course or Investment Funds In Canada
- One year experience working with clients and achieving sales results
- Flexibility for evenings, weekends, and multiple banking centres
- Goal-oriented, detail-focused, relationship-oriented approach
Bring client service, financial product knowledge, and relationship-building skills to CIBC's Personal and Business Banking team.