Use client engagement and financial planning skills as a Financial Services Representative at CIBC’s PCF-Albion banking centre. This is a full-time, on-site opportunity.
As part of Personal and Business Banking, you will understand clients’ personal and business goals and provide tailored service. You will recommend solutions using knowledge of cash management, credit, investments, and wealth protection. The work includes relationship building, outreach, and digital banking guidance.
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 and digital tools
Requirements: Current Mutual Funds License accreditation in positive standing
Canadian Securities Course or Investment Funds In Canada
One year of client and sales-results experience
Strong critical thinking and attention to detail
Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, financial knowledge, and digital literacy to CIBC’s client-focused Personal and Business Banking team.