Markham CIBC Financial Services

Position: Markham CIBC Financial Services Role
Explore your career at CIBC as a Financial Services Representative in Markham, Ontario. This full-time position prioritizes client engagement and delivering customized financial strategies.

As a valued member of Personal and Business Banking, you’ll engage clients to define their financial objectives and provide advice on the right products that align with those goals. The position requires a flexible schedule, enabling you to work across multiple banking locations to enhance clients' overall experience and satisfaction.

Key Responsibilities:

• Consult with clients to understand their financial requirements

• Recommend appropriate solutions based on client assessments

• Engage in marketing to promote client value and service

• Guide clients in utilizing banking technology effectively

• Collaborate with colleagues to support client needs

Requirements:

• Must hold a valid Mutual Funds License

• At least one year of experience in client service and sales

• Strong decision-making skills with an eye for detail

• Passionate about client relationships and service

• Previous banking experience preferred

Elevate clients' financial journeys and develop your skills with CIBC’s supportive and innovative culture.