Serve CIBC clients onsite in Bobcaygeon using financial products expertise and tailored client service. Build trusted relationships while supporting personal and business banking needs.
As a Financial Services Representative II, you will meet clients, understand their priorities, and recommend suitable solutions. You will use knowledge of cash management, credit, investments, and wealth protection while introducing mobile banking applications. This regular, full-time onsite position requires flexibility across banking centres.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Build networks through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications to clients
Requirements:
- Current Mutual Funds License accreditation in valuable standing
- One year experience serving clients and achieving sales results
- Knowledge of cash management, credit, investments, and wealth protection
- Critical thinking and goal-oriented decision-making skills
- Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, financial products knowledge, and digital literacy to CIBC’s Personal and Business Banking team.