Deliver client-focused financial guidance as a Financial Services Representative Universal Banker at CIBC, using digital banking and relationship-building skills on-site in Toronto.
As part of Personal and Business Banking, you will engage clients, understand their personal and business priorities, and recommend suitable products and solutions. You will use knowledge of cash management, credit, investments, and wealth protection while supporting clients’ financial goals. The role includes client outreach, technology education, and relationship development.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Recommend financial products, solutions, and forward-looking plans
- Promote mobile banking applications and digital banking tools
- Conduct marketing and outreach activities within client communities
- Connect clients with appropriate CIBC partners and opportunities
Requirements:
- One year of client-facing experience achieving sales results
- Knowledge of technology, cash management, credit, and investments
- Current professional accreditation in valuable standing
- Mutual Funds License through approved Canadian coursework
- Flexibility for evenings, weekends, and multiple banking centres
Apply client service, financial product knowledge, and digital literacy as a CIBC Universal Banker supporting Toronto clients’ goals.