Advise personal and business clients through cash management, credit, investments, and wealth protection at CIBC. Build forward-looking financial plans around their priorities.
As a Financial Services Representative II, you will understand client goals and recommend appropriate solutions. You will build relationships through outreach, connect clients with opportunities, and introduce mobile banking applications. Your work combines financial knowledge, critical thinking, and relationship management to support meaningful client outcomes.
Key Responsibilities: Meet clients to understand personal and business priorities
Advise clients on cash management, credit, investments, and wealth protection
Provide forward-looking financial plans aligned with client goals
Conduct marketing and outreach activities within client communities
Introduce mobile banking applications and explain their uses
Requirements: Current Mutual Funds License accreditation and positive standing
Canadian Securities Course or Investment Funds In Canada
One year experience working with clients and achieving sales results
Critical thinking and detail-oriented decision making
Prior banking experience in a similar capacity is an asset
Apply your client advisory, financial planning, and relationship-building skills as a Financial Services Representative II at CIBC.