Serve Toronto clients onsite as a Financial Services Representative, using relationship building and financial product knowledge to deliver tailored banking guidance.
As part of CIBC's Personal and Business Banking team, you'll support clients at the Toronto-Finch & Warden Banking Centre. You'll understand personal and business goals, recommend suitable solutions, and help clients plan for financial success. The work includes cash management, credit, investments, wealth protection, and mobile banking support.
Key Responsibilities:
- Meet clients and understand their personal and business priorities
- Recommend financial products and tailored solutions
- Provide forward-looking financial plans for client goals
- Build relationships through marketing and community outreach
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- Canadian Securities Course or Investment Funds In Canada
- One year of client-facing sales experience
- Solid critical thinking and goal-oriented approach
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC's Toronto banking team onsite.