Financial Services Representative

Position: CIBC Financial Services Representative
Elevate client relationships at CIBC as a Financial Services Representative in Pickering. Support clients with personalized financial solutions and foster significant connections to aid their financial journeys.

As part of the Personal and Business Banking team, this role requires full-time on-site work in a fast-paced Banking Centre. You will engage with clients to understand their needs, provide tailored services, and recommend effective financial products. Expect to work flexible hours, including evenings and weekends, to enhance the client experience across multiple banking centres.

Key Responsibilities:

• Meet clients to discuss personal and business financial priorities

• Advise on cash management, investments, and credit solutions

• Foster relationships through outreach and community engagement

• Leverage technology to introduce mobile banking solutions

• Support clients in developing forward-looking financial plans

Requirements:

• 1 year experience in client-facing roles

• Certified with a valid Mutual Funds License

• Strong critical thinking and detail-oriented skills

• Goal-oriented mindset with a passion for client service

• Commitment to CIBC’s values of trust and teamwork

Make a meaningful impact in clients' financial lives through dedicated service and relationship building at CIBC.
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