Financial Services Representative
Job Description & How to Apply Below
Transform client banking experiences with CIBC as a Financial Services Representative in Markham. Focus on relationship building and tailored financial solutions for individuals and businesses.
Join CIBC’s Personal and Business Banking team as a Financial Services Representative.
This role offers an opportunity to assist clients in achieving their financial goals while working flexible hours, including evenings and weekends. You'll leverage your expertise in cash management, investment options, and banking technology to provide informed service.
Key Responsibilities:
• Engage clients by understanding financial goals and providing solutions
• Build relationships through targeted marketing and outreach initiatives
• Utilize mobile banking technology to enhance client service
• Offer financial planning and advisory services
• Manage responsibilities across multiple banking centres as needed
Requirements:
• 1 year of client engagement experience with sales achievements
• Current accreditation with a Mutual Funds License
• Strong communication and critical thinking skills
• Flexible schedule to meet client needs including weekends
• Passion for learning and personal growth
Make a significant impact on client financial success as a dedicated representative at CIBC.
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