Financial Services Representative
Job Description & How to Apply Below
Build client relationships at CIBC as a Financial Services Representative, using financial products knowledge and digital literacy onsite full-time. Support personal and business banking clients with tailored guidance and solutions.
As part of CIBC’s Personal and Business Banking team, you’ll work in a Banking Centre serving clients’ financial and personal goals. You’ll provide informative service, recommend suitable products, and help clients manage banking needs. The position requires flexibility across nearby Banking Centres, including evenings and weekends.
Key Responsibilities:- Meet clients and understand personal and business priorities
- Advise clients on cash management, credit, investments, and wealth protection
- Recommend products and solutions supporting clients’ financial goals
- Build networks through marketing and community outreach activities
- Introduce clients to CIBC mobile banking applications
- Current Mutual Funds License accreditation in good standing
- Canadian Securities Course or Investment Funds In Canada certification
- One year working with clients and achieving sales results
- Critical thinking, goal orientation, and attention to detail
- Flexibility for Banking Centre hours and nearby locations
Bring client service, financial products knowledge, and relationship-building skills to CIBC’s onsite Personal and Business Banking team.
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