Support client financial goals as a Financial Services Representative at CIBC, using relationship building and tailored banking solutions. Work full-time in office.
As part of Personal and Business Banking, you will foster client relationships and understand personal and business priorities. You will provide informative service, recommend financial products, and help clients connect with suitable opportunities. The position requires flexibility across banking centres.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Use cash management, credit, investment, and wealth protection knowledge
Conduct outreach activities and deepen client relationships
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation and good standing
Canadian Securities Course or Investment Funds In Canada
One year experience serving clients and achieving sales results
Critical thinking and goal-oriented decision-making skills
Flexibility for banking centre hours and multiple locations
Bring client service, financial product knowledge, and relationship-building skills to CIBC’s full-time on-site banking team.