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.