Use client engagement and financial services knowledge as a Universal Banker with CIBC in Oakville-Speers and Fourth Line, working fully in office. Recommend banking solutions for personal and business clients.
As a Financial Services Representative Universal Banker, you will support CIBC’s Personal and Business Banking team. You will understand client priorities, provide financial plans, and recommend products using knowledge of technology, cash management, credit, investments, and wealth protection. You will also introduce mobile banking applications and build relationships through outreach.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and forward-looking plans
- Recommend products supporting clients’ financial success
- Introduce mobile banking applications and technology
- Build networks through marketing and community outreach
Requirements:
- One year experience working with clients and achieving sales results
- Current Mutual Funds License accreditation in good standing
- Strong critical thinking and decision-making skills
- Flexibility for evenings and weekends
- Flexibility to work at multiple banking centres
Bring client-first service, relationship building, and financial knowledge to CIBC’s Universal Banker team in Oakville.