CIBC Financial Services Representative

Position: CIBC Financial Services Representative Role
Join CIBC in Pickering, ON as a Financial Services Representative. Engage with clients, provide tailored financial solutions, and enhance their banking experience in a full-time position.

As part of the Personal and Business Banking team, you’ll thrive in a dynamic Banking Centre.

Your role centers on understanding clients' goals, offering custom financial advice, and utilizing technology to foster strong relationships. Flexibility to work at various centers and accommodate banking hours is essential to your success.

Key Responsibilities:

• Engage clients to assess financial priorities accurately

• Advise customers on cash management and investment needs

• Build and maintain relationships within local communities

• Introduce clients to digital banking tools and applications

• Collaborate with teammates to connect clients to services

Requirements:

• Current Mutual Funds License or equivalent accreditation

• Minimum 1 year of client service experience

• Strong customer relationship building skills

• Proficiency in financial product knowledge

• Ability to thrive in a team-oriented setting

Empower clients by providing financial expertise and support, driving their success with CIBC.
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