Financial Services Representative
Job Description & How to Apply Below
Elevate your career in finance with CIBC as a Financial Services Representative in Guelph. Engage clients with tailored financial solutions in a dynamic banking environment, enhancing their overall experience.
As part of the Personal and Business Banking team, you will develop relationships with clients, understand their financial priorities, and recommend the ideal products for their success. This is a full-time on-site role that may require flexibility to work at multiple locations. You will thrive if you possess strong client engagement, technology skills, and a passion for fostering relationships.
Key Responsibilities:
• Meet clients to assess financial goals and advise solutions
• Engage in marketing and outreach for client relations
• Leverage technology to enhance mobile banking experiences
• Promote services to support clients’ financial journeys
• Build trust through genuine and respectful interactions
Requirements:
• At least 1 year of client-facing experience
• Current Mutual Funds License required
• Strong relationship-building skills
• Detail-oriented with critical thinking abilities
• Goal-oriented with a passion for learning
Utilize your expertise in client service and financial products to make a lasting impact at CIBC.
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