Build client relationships as a CIBC Financial Services Representative, using financial planning and tailored advice. Work full time on-site across banking centres.
As part of Personal and Business Banking, you will understand clients' personal and business goals and recommend suitable products and solutions. You will support financial success through knowledge of cash management, credit, investment, and wealth protection. This role requires current mutual funds accreditation and client experience.
Key Responsibilities:
- Meet clients to understand priorities and financial goals
- Provide tailored advice and forward-looking financial plans
- Recommend products and solutions for client objectives
- Build networks through marketing and community outreach
- Introduce clients to mobile banking applications
Requirements:
- Current Mutual Funds License in good standing
- Canadian Securities Course or Investment Funds In Canada
- One year working with clients and achieving sales results
- Flexibility for evenings, weekends, and multiple banking centres
- Critical thinking, relationship-building, and goal-oriented skills
Apply financial knowledge, client engagement, and technology expertise as a CIBC Financial Services Representative.