Serve Ormstown clients onsite full-time by building relationships, understanding goals, and recommending tailored financial products and solutions.
As a Financial Services Representative with CIBC’s Personal and Business Banking team, you’ll support clients in a Banking Centre. You’ll provide informative service, develop financial plans, and connect clients with suitable opportunities. This regular position offers 37.5 weekly hours and requires flexibility across nearby banking centres, including evenings and weekends.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend cash management, credit, investment, and wealth protection solutions
Provide forward-looking financial plans supporting client goals
Build networks through marketing and community outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in valuable standing
At least one year working with clients and achieving sales results
Client-first, goal-oriented approach with strong critical thinking
Passion for relationships, learning, and diverse networks
Flexibility for banking centre hours and nearby locations
Bring client service, financial product knowledge, and relationship-building skills to CIBC’s Ormstown Banking Centre.