Build trusted client relationships as a Financial Services Representative with CIBC in Bowmanville, supporting personal and business banking on-site. Introduce digital banking tools while connecting clients with relevant solutions and opportunities.
Within CIBC's Personal and Business Banking team, you'll engage clients, understand their priorities, and tailor service to their circumstances. You'll grow networks, collaborate across the organization, and use knowledge of financial products to support client goals. Flexibility is required for Banking Centre hours and multiple locations within reasonable travel distance.
Key Responsibilities:
- Foster relationships with personal and business banking clients
- Understand priorities and create forward-looking financial plans
- Engage in marketing and community outreach activities
- Grow networks and deepen existing client relationships
- Demonstrate mobile banking applications to clients
Requirements:
- Mutual Funds License accreditation currently in positive standing
- Canadian Securities Course or Investment Funds In Canada qualification
- One year of client-facing sales-results experience
- Authentic, respectful approach to diverse client relationships
- Willingness to work evenings, weekends, and nearby centres
Bring relationship building, technology knowledge, and financial guidance to CIBC's client-focused Banking Centre services.