Serve CIBC clients in office 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.

📌 Financial Services Representative Bobcaygeon
🏢 CIBC
📍 Bobcaygeon