Financial Services Representative II

Position: CIBC Financial Services Representative II
Elevate client relationships as a Financial Services Representative II with CIBC in Peterborough. Provide tailored financial solutions and foster connections in this full-time role.

As a vital member of the Personal and Business Banking team at CIBC, you will thrive in a bustling Banking Centre.

Your role emphasizes building relationships and understanding clients' financial goals, along with delivering personalized service. This position requires flexibility for varying banking hours and potential travel between centres.

Key Responsibilities:

• Engage clients to understand their financial priorities

• Advise clients on cash management and investment solutions

• Develop relationships through outreach and marketing activities

• Leverage mobile banking tech to enhance client experience

• Tailor solutions for clients' unique financial needs

Requirements:

• One year of experience in client-focused sales roles

• Current Mutual Funds License or relevant accreditation

• Proven ability in understanding financial products

• Comfortable working flexible hours, including weekends

• Commitment to CIBC values of trust and teamwork

Make a meaningful impact on clients' financial journeys with CIBC in Peterborough.
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