CIBC Universal Banker Financial Services

Join CIBC as a Universal Banker Financial Services and empower clients with expert advice and digital solutions. This full-time role involves engaging clients flexibly at multiple locations.

At CIBC, you’ll be a vital part of the Personal and Business Banking team in a dynamic environment. With an emphasis on client engagement, you'll help clients achieve their financial goals by recommending solutions tailored to their needs.

Your role s also involve using technology, cash management, and wealth protection strategies to enhance client success.

Key Responsibilities:

• Meet clients to assess their personal and business banking needs

• Advise on financial products and forward-looking financial plans

• Build relationships through outreach and marketing efforts

• Leverage technology by introducing clients to mobile banking tools

• Collaborate with team members to ensure clients' needs are met

Requirements:

• Minimum of 1 year experience in client service and sales

• Mutual Funds License in good standing

• Strong client-first mentality and goal-oriented

• Exceptional critical thinking and detail-oriented skills

• Passion for learning and personal growth

Become a trusted advisor in financial services as a Universal Banker at CIBC, where client needs come first.
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