CIBC Financial Services Representative (Ontario)

CIBC Financial Services Representative (Ontario)

01 Nov
|
CIBC
|
Ontario

01 Nov

CIBC

Ontario

Build trusted client relationships at CIBC as a Financial Services Representative, using financial products knowledge and tailored service onsite full time.
As part of Personal and Business Banking, you will support clients at the PCF-Guelph Line Banking Centre. You will understand personal and business priorities, recommend solutions, and provide forward-looking financial planning. The work includes cash management, credit, investment, and wealth protection conversations. You will also introduce mobile banking applications and connect clients with appropriate people and opportunities.
Key Responsibilities: Meet clients and understand personal and business priorities
Advise clients on financial solutions and forward-looking plans
Use cash management, credit, investment, and wealth protection knowledge




Build relationships through marketing and outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in good standing
One year working with clients and achieving sales results
Client-first, goal-oriented, and detail-focused approach
Critical thinking skills supporting informed decision-making
Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, financial planning, and digital literacy to CIBC’s Personal and Business Banking team onsite.

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📌 CIBC Financial Services Representative (Ontario)
🏢 CIBC
📍 Ontario

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