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.