30 Oct
|
CIBC
|
Bowmanville
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 good 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 qualified 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.
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📌 Financial Services Representative Bowmanville
🏢 CIBC
📍 Bowmanville