Build trusted client relationships as a Financial Services Representative with CIBC in Ormstown, using financial products knowledge and tailored service.
As part of Personal and Business Banking, you will understand personal and business priorities, recommend suitable solutions, and support financial goals. You will use cash management, credit, investment, wealth protection, and digital banking knowledge. This is a full-time, on-site position with flexibility for evenings, weekends, and multiple banking centres within reasonable travel distance.
Key Responsibilities: Meet clients and understand personal and business priorities
Provide tailored advice and forward-looking financial plans
Recommend cash management, credit, investment, and wealth protection solutions
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 of client experience and sales results
Prior banking experience is an asset
Robust critical thinking and goal-oriented decision-making skills
Flexibility for banking centre hours and locations
Bring client service, financial products expertise, and relationship-building skills to CIBC’s Personal and Business Banking team.