Financial Services Rep at CIBC Kemptville

Location: Kemptville

Transform client experiences as a Financial Services Representative with CIBC in Kemptville. Focus on relationship-building and provide tailored financial solutions to empower clients’ financial journeys.

Join the Personal and Business Banking team at CIBC, where your passion for client service makes a real impact. As a full-time on-site representative, you will utilize your expertise in cash management and investment solutions. Engage with clients to understand their financial needs and deliver exceptional service by recommending the right products.

Key Responsibilities:

• Build and maintain strong client relationships through proactive engagement

• Assess client goals to provide informed financial advice

• Introduce clients to mobile banking applications and digital tools

• Participate in marketing and outreach to grow your client network

• Collaborate with colleagues to enhance client connections

Requirements:

• Current Mutual Funds License or equivalent accreditation

• 1 year of client service experience, preferably in banking

• Strong knowledge of financial products, cash management, and investment

• Excellent client engagement and communication skills

• Flexibility to work evenings and weekends

Excel in client service, financial planning, and technology engagement as part of CIBC’s dedicated team in Kemptville.
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