Support financial goals at CIBC’s PCF-Guelph Line Banking Centre through client engagement, relationship building, and informed advice onsite.
This Financial Services Representative position serves clients within Personal and Business Banking. You will discover personal and business priorities, provide informative tailored service, and recommend suitable products and solutions. Your expertise will span cash management, credit, investment, and wealth protection. You will help clients use mobile banking applications while growing networks through marketing and outreach activities. The position is regular, with 37.5 weekly hours.
Key Responsibilities:
- Understand client goals and provide tailored financial service
- Recommend products and solutions supporting clients’ financial success
- Deepen existing relationships and grow your skilled network
- Connect clients with appropriate people and opportunities
- Share knowledge of CIBC mobile banking applications
Requirements:
- Current Canadian Securities Course or Investment Funds In Canada accreditation
- One year of client and sales-results experience
- Passion for people, learning, and relationship building
- Authentic, respectful approach with diverse partners
- Availability for banking centre hours and nearby locations
Use relationship building, goal planning, and financial products knowledge to help CIBC clients make informed decisions.
📌 Personal Banking Advisor Guelph (Canada)
🏢 CIBC
📍 Canada