CIBC Financial Services Representative

Step into a full-time role as a Financial Services Representative with CIBC in Markham, serving Cantonese and Mandarin speaking clients. Make a significant difference in their financial journeys.

As part of the Personal and Business Banking team, you will engage clients by understanding their individual financial needs and aspirations.

Your role includes providing tailored solutions and utilizing your expertise in investments, credit, and cash management. Flexibility to work at multiple centers will be essential for serving clients effectively.

Key Responsibilities:

• Engage clients in meaningful discussions about their financial goals

• Advise on customized banking solutions and services

• Conduct outreach to strengthen existing relationships

• Demonstrate mobile banking technologies to clients

• Foster a loyal client base through excellent service

Requirements:

• Minimum of 1 year in client relationship management

• Accredited with a current Mutual Funds License

• Banking experience is an advantage

• Strong analytical thinking abilities

• Passionate about building trust with clients

Drive positive financial change for clients as part of CIBC's dedicated team in Markham.
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