Guide CIBC clients toward better banking experiences through digital literacy, tailored service, and trusted financial relationships. This position is onsite full time.
As a Financial Services Representative II, you will help clients manage banking needs while supporting personal and business priorities. Explain mobile banking applications, provide relevant financial solutions, and use knowledge of cash management, credit, investments, and wealth protection. Work in a Banking Centre and across reasonable nearby locations as needed.
Key Responsibilities:
- Introduce clients to CIBC mobile banking applications
- Help clients better manage their banking needs
- Provide informative and tailored client service
- Understand financial and personal goals
- Digital literacy and client experience skills
- Current Mutual Funds License accreditation in good standing
- One year of client-facing sales results experience
- Goal-oriented approach with sound critical thinking
- Availability for evenings, weekends, and multiple centres
Use digital banking expertise, financial products knowledge, and authentic relationship building to support CIBC clients in Woodbridge-Langstaff.
📌 Digital Banking Client Advisor (Canada)
🏢 CIBC
📍 Canada
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