Client-Focused Financial Representative

Elevate client experiences at CIBC as a Financial Services Representative located in Kingston, Ontario. You'll establish essential relationships and guide clients towards achieving their financial aspirations in a supportive banking atmosphere.

Be part of the Personal and Business Banking team at CIBC, where you can leverage your knowledge of financial products to provide customized solutions. This role requires flexibility to meet client needs during banking centre hours, including evenings and weekends. Your engagement will leave a lasting impact on client financial well-being.

Key Responsibilities:

• Understand client goals and provide informed financial advice

• Facilitate meaningful client outreach and marketing efforts

• Recommend appropriate banking products tailored to client needs

• Introduce clients to innovative banking technology solutions

• Work collaboratively with team members to enhance client connections

Requirements:

• Minimum of 1 year experience in client service roles

• Current accreditation for Mutual Funds License required

• Detail-oriented, with strong critical thinking abilities

• Results-driven and goal-oriented mindset

• Uphold CIBC's values of respect and teamwork

Make a difference in clients' financial lives as a Financial Services Representative at CIBC in Kingston.
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