Client engagement and tailored financial guidance define this on-site Financial Services Representative role at CIBC’s Hamilton-Gage and Fennell banking centre. Support personal and business clients.
As part of Personal and Business Banking, you will understand clients’ goals, recommend suitable products, and provide informative service. You will use knowledge of cash management, credit, investments, and wealth protection. This regular, full time role includes 37.5 weekly hours.
Key Responsibilities: Meet clients to understand personal and business priorities
Advise clients on solutions and forward-looking financial plans
Recommend products supporting clients’ financial success
Build relationships through marketing and outreach activities
Introduce mobile banking applications to clients
Requirements: Current Mutual Funds License accreditation in good standing
One year working with clients and achieving sales results
Client-first approach with strong relationship-building skills
Goal-oriented, detail-focused, and critical-thinking mindset
Flexibility for banking centre hours and multiple locations
Bring client service, financial products knowledge, and relationship-building strengths to CIBC’s Hamilton-Gage and Fennell banking centre.