Personal Banking Financial Advisor (Vaughan)

Personal Banking Financial Advisor (Vaughan)

11 Nov
|
CIBC
|
Vaughan

11 Nov

CIBC

Vaughan

Help CIBC clients pursue financial goals through client engagement, cash management, credit, investments, and wealth protection. Work onsite full-time.As a Financial Services Representative II, you will serve Personal and Business Banking clients at the Woodbridge-Langstaff Banking Centre. Foster trusted relationships, understand priorities, deliver informative service, and recommend tailored solutions. Your work includes marketing outreach, network development, and connecting clients with the right opportunities and partners.Key Responsibilities:Advise clients on financial solutions and goal planningUse cash management, credit, investment,



and wealth protection knowledgeDeepen existing relationships and grow your professional networkParticipate in client marketing and outreach activitiesWork collaboratively to connect clients with opportunitiesRequirements:Mutual Funds License accreditation and current valuable standingAt least one year working with clients and sales resultsStrong attention to detail and critical thinking skillsPassion for relationships, learning, and client-first serviceFlexibility for banking centre hours and locationsBring financial planning, relationship management, and client-first service to CIBC's Personal and Business Banking team.

📌 Personal Banking Financial Advisor (Vaughan)
🏢 CIBC
📍 Vaughan

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