Universal Banker

Overview

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives.

As a Financial Services Representative – Universal Banker, you’ll proactively engage with clients and leverage CIBC’s mobile and online banking options to recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance. To deliver a great client experience, you’ll be on-site full‑time.

• Client engagement – Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward‑looking financial plan.
• Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

• You put our clients first and engage with purpose to find the right solutions.
• You are goal‑oriented, motivated by accomplishing objectives and delivering your best to make a difference.
• You notice details that others don’t, and apply critical thinking to inform your decision‑making.
• You are passionate about people, find meaning in relationships, and surround yourself with a diverse network of partners.
• You love to learn and are curious, continually growing your knowledge.
• You have at least 1year experience working with clients and achieving sales results; prior banking experience in a similar capacity is an asset.
• You hold a current accreditation and good standing in a Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).

• Minimum 1year experience working with clients and achieving sales results; prior banking experience is beneficial.
• Current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) with good standing.

• Competitive salary and incentive pay
• Banking benefits and a benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering
• Well‑being support and Moment Makers social recognition program
• Purpose Day – a paid day off dedicated to personal growth and development

• Location:
  
  Stittsville – 5527 Hazeldean Rd
• Employment type:
  
  Regular
• Weekly hours: 37.5
• Required skills:
  
  Client Service, Customer Experience, Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results‑Oriented

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailb