Serve CIBC clients in office in Colborne by applying financial products knowledge and relationship-building skills in a full-time banking centre.
As a Financial Services Representative II, you will support Personal and Business Banking clients through tailored service. You will understand personal and business priorities, recommend suitable solutions, and help clients pursue financial goals. The position emphasizes client engagement, cash management, credit, investments, wealth protection, and digital banking.
Key Responsibilities:
Meet clients to understand personal and business priorities
Advise clients on financial solutions and forward-looking plans
Build relationships through outreach and marketing activities
Connect clients with appropriate people and opportunities
Introduce mobile banking applications and digital tools
Requirements:
Current Mutual Funds License accreditation in positive standing
Canadian Securities Course or Investment Funds In Canada
One year working with clients and achieving sales results
Goal-oriented approach with solid critical thinking skills
Flexibility for banking centre hours and nearby locations
Bring client service, financial products expertise, and digital literacy to CIBC’s Colborne banking centre team.