CIBC Financial Services Expert

Location: East Gwillimbury

Drive financial success as a Financial Services Representative s on-site role in East Gwillimbury empowers you to engage clients and recommend tailored banking solutions.

As part of the Personal and Business Banking team, you will utilize your knowledge of financial products to develop forward-thinking plans for clients. Flexibility to work variable hours and at different banking locations is required to meet our clients’ needs effectively.

Key Responsibilities:

• Discuss and understand clients' financial and personal goals

• Provide tailored advice on banking products and services

• Cultivate client relationships through proactive outreach

• Be a technology advocate, assisting clients with banking apps

• Collaborate with a diverse team to enhance client experiences

Requirements:

• Must hold a valid Mutual Funds License

• Minimum 1 year of client engagement experience

• Background in banking highly regarded

• Results-oriented approach to client solutions

• Strong interpersonal and problem-solving skills

Leverage your passion for finance and client service at CIBC, creating impactful experiences for our clients.
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