Senior Financial Services Representative

Elevate your career with CIBC as a Senior Financial Services Representative in Kitchener, ON. Build client relationships and provide personalized financial solutions in a full-time, on-site role.

As part of the Personal and Business Banking team, you'll be instrumental in understanding client goals and recommending tailored financial products. This role requires effective communication and a commitment to client service, including flexibility to work evenings and weekends in multiple banking centers nearby. You will thrive on building connections and leveraging technology to enhance customer experience.

Key Responsibilities:

• Meet clients to evaluate financial goals and provide advice

• Engage in marketing activities to deepen client relationships

• Utilize technology to assist clients with banking applications

• Recommend solutions for cash management and investments

• Foster teamwork to connect clients with opportunities

Requirements:

• 2-3 years of financial advising experience

• Current Mutual Funds License accreditation

• Strong knowledge of financial products and services

• Excellent client engagement skills

• Goal-oriented with strong critical thinking abilities

Foster meaningful client relationships while driving their financial success as a Senior Financial Services Representative at CIBC.
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