Client-Focused Financial Services

Position: Client-Focused Financial Services at CIBC
CIBC is seeking a Financial Services Representative in Belleville to enhance client relationships and deliver impactful financial advice. Use your skills to guide clients toward achieving their financial goals.

As part of the Personal and Business Banking team, you will engage with clients to understand their unique needs and provide tailored solutions. This role requires a commitment to exceptional client service and an eagerness to foster relationships within the community. Flexibility in work hours, including potential travel between banking centers, is necessary to meet diverse client demands.

Key Responsibilities:

• Engage clients to discuss financial objectives and recommendations

• Develop strong relationships through outreach initiatives

• Support clients in utilizing digital banking solutions

• Provide tailored financial planning and advice

• Adhere to all regulatory standards and compliance

Requirements:

• At least 1 year of client engagement experience with sales focus

• Current Mutual Funds License in good standing

• Goal-oriented with strong relationship management skills

• Detail-focused with effective problem-solving abilities

• Enthusiastic about personal development and learning

Elevate your career while making a difference for clients at CIBC in Belleville.
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