Client-Focused Financial Services Representative

Position: CIBC Client-Focused Financial Services Representative
Drive client success as a Financial Services Representative with CIBC in Pickering. Provide tailored financial guidance and solutions in a full-time capacity with flexible hours.

This role on the Personal and Business Banking team emphasizes relationship-building and delivering exceptional client experiences. You will engage with clients to understand and support their financial ambitions while utilizing insights into credit, investments, and cash management strategies. Your networking efforts will not only service clients but strengthen community ties.

Key Responsibilities:

• Engage clients to understand their financial objectives

• Advise on personalized financial products and services

• Lead outreach initiatives to build strong networks

• Educate clients on digital banking solutions

• Collaborate as part of a team to enhance client engagement

Requirements:

• Valid Mutual Funds License required

• At least 1 year of experience in client service

• Results-oriented and goal-driven mindset

• Detail-oriented with strong problem-solving skills

• Banking experience is a valued asset

Make a meaningful impact on clients' financial journeys at CIBC.
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