Financial Services Consultant

Position: Financial Services Consultant at CIBC
Location: Southwestern Ontario

Join CIBC as a Financial Services Consultant in Waterloo and play a pivotal role in client success. You'll build key relationships while delivering personalized financial services.

This role requires you to be a relationship-oriented professional who thrives in a fast-paced banking environment. As part of the Personal and Business Banking team, you will meet with clients, understand their goals, and recommend suitable financial products. Your approach will positively impact their financial futures through attentive service and consultation.

Key Responsibilities:

• Meet clients to explore their banking needs

• Provide tailored advice on financial products

• Foster community connections through outreach activities

• Educate clients on using banking technology

• Collaborate within a team to optimize client services

Requirements:

• At least 1 year of relevant client service experience

• Certification in Mutual Funds is required

• Strong focus on detail and client satisfaction

• Willingness to work flexible hours

• Enthusiasm for learning new financial solutions

Leverage your skills in client engagement and technology with CIBC to make a difference in the community.
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