Build client relationships at CIBC in Kingston as a Financial Services Representative, using financial planning and tailored advice in office full-time.
As part of Personal and Business Banking, you’ll meet clients in the Kingston-Bagot & Brock Banking Centre. Understand personal and business priorities, recommend suitable products, and connect clients with solutions supporting financial goals. Your work includes cash management, credit, investments, and wealth protection. You’ll also introduce mobile banking applications and support clients’ digital banking needs.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Provide tailored advice and forward-looking financial plans
- Recommend financial products and solutions for client goals
- Build relationships through outreach and marketing activities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- At least one year working with clients
- Experience achieving sales results
- Client-first, goal-oriented, detail-focused approach
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial products knowledge, relationship building, and digital literacy to CIBC’s Kingston banking team.
📌 Financial Services Representative Kingston
🏢 CIBC
📍 Kingston