Serve CIBC clients on-site full-time as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance.
As part of Personal and Business Banking, you will work in a Banking Centre serving personal and business clients. You will understand financial goals, recommend suitable products, and support client success. The position requires flexibility across banking centres within reasonable travel distance.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend cash management, credit, investment, and wealth protection solutions
- Create forward-looking financial plans supporting client goals
- Build networks through marketing and community outreach
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- Canadian Securities Course or Investment Funds In Canada
- One year of client and sales results experience
- Goal-oriented approach with robust critical thinking skills
- Flexibility for evenings, weekends, and multiple banking centres
Apply client engagement, financial planning, and digital banking knowledge as a CIBC Financial Services Representative.