Financial Services Representative Kingston

Financial Services Representative Kingston

11 Nov
|
CIBC
|
Kingston

11 Nov

CIBC

Kingston

Build client relationships at CIBC in Kingston as a Financial Services Representative, using financial planning and tailored advice in office full time.

As part of Personal and Business Banking, you'll meet clients in the Kingston-Bagot & Brock Banking Centre. Understand personal and business priorities, recommend suitable products, and connect clients with solutions supporting financial goals. Your work includes cash management, credit, investments, and wealth protection. You'll also introduce mobile banking applications and support clients' digital banking needs.

Key Responsibilities
Meet clients to understand personal and business priorities
Provide tailored advice and forward-looking financial plans
Recommend financial products and solutions for client goals




Build relationships through outreach and marketing activities
Introduce clients to CIBC mobile banking applications

Requirements:
Current Mutual Funds License accreditation in positive standing
At least one year working with clients
Experience achieving sales results
Client-first, goal-oriented, detail-focused approach
Flexibility for evenings, weekends, and multiple banking centres

Bring client service, financial products knowledge, relationship building, and digital literacy to CIBC's Kingston banking team.

📌 Financial Services Representative Kingston
🏢 CIBC
📍 Kingston

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