CIBC Financial Services Representative

Enhance client relationships as a Financial Services Representative 'll engage with clients, provide tailored financial solutions, and leverage technology for their success in this full-time, on-site role.

At CIBC, being a Financial Services Representative means being part of a dedicated team in Personal and Business Banking. This role involves collaborating with clients to understand their financial goals and delivering innovative solutions. You'll build meaningful connections, engage in outreach, and utilize your knowledge in cash management and investments to guide clients in achieving success.

Key Responsibilities:

• Meet clients to understand financial priorities and offer solutions

• Engage in marketing and outreach to deepen relationships

• Leverage technology to guide clients in mobile banking

• Provide tailored financial planning and advice

• Collaborate within teams to connect clients to resources

Requirements:

• Current Mutual Funds License for financial advising

• One year of client-facing experience with sales success

• Previous banking experience is an asset

• Strong relationship-building and critical-thinking skills

• Flexibility to work evenings and weekends

Make a meaningful impact on clients’ lives by providing personalized, expert financial guidance with CIBC.
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