CIBC Financial Services Representative

Position: CIBC Financial Services Representative Role
Location: Keswick

Empower clients to achieve financial success as a Financial Services Representative with CIBC. Engage with customers and offer tailored banking solutions in a vibrant environment.

In this full-time position within Personal and Business Banking, you will build meaningful relationships and understand clients' financial goals.

Your role requires flexibility to work at various banking centres, including evenings and weekends. You will use your skills in cash management, credit, and investments to provide valuable advice.

Key Responsibilities:

• Meet clients to discuss personal and business priorities

• Advise on financial solutions and create forward-looking plans

• Engage in marketing and outreach to build relationships

• Share expertise in mobile banking applications

• Collaborate with team members to connect clients to opportunities

Requirements:

• Current Mutual Funds License or related accreditation

• Minimum 1 year of client-facing experience in sales

• Prior banking experience is an asset

• Strong critical thinking and relationship-building skills

• Passionate about learning and helping clients succeed

Deliver exceptional client service while growing your banking and financial knowledge at CIBC.
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