Build client relationships at CIBC in Leamington, ON, using financial planning and tailored service while working on-site full time. Help personal and business clients pursue their financial goals.

As a Financial Services Representative II within Personal and Business Banking, you will meet clients in a Banking Centre. You will understand their priorities, recommend suitable products and solutions, and provide informative service. The position requires current Mutual Funds License accreditation, one year of client and sales-results experience, and flexibility across nearby Banking Centres.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Provide forward-looking financial plans and tailored solutions
• Use knowledge of credit, investments,
  
  
  
  and wealth protection
• Build networks through marketing and community outreach
• Introduce clients to mobile banking applications

Requirements:

• Current Mutual Funds License accreditation in good standing
• One year working with clients and achieving sales results
• Client-first, goal-oriented, and detail-focused approach
• Critical thinking and relationship-building skills
• Flexibility for banking centre hours and nearby locations

Use client service, financial products, and digital literacy skills to support CIBC clients across Leamington Banking Centres.