Financial Services Representative at CIBC

Position: Full-Time Financial Services Representative at CIBC
Elevate your career at CIBC as a Full-Time Financial Services Representative. You’ll build client relationships and provide expert financial guidance in a dynamic banking environment.

Based in Richmond, you will work in Personal and Business Banking, interacting directly with clients to understand their financial goals. You are empowered to deliver tailored solutions and leverage technology to enhance their banking experience. Flexibility to work during evenings and weekends is essential.

Key Responsibilities:

• Engage clients to understand their financial priorities

• Advise on cash management, credit, and investment solutions

• Build relationships through marketing and outreach initiatives

• Utilize technology to assist clients with mobile banking

• Collaborate with teams to connect clients to resources

Requirements:

• Mutual Funds License or equivalent accreditation

• At least 1 year of client-facing experience

• Prior banking experience is an asset

• Strong problem-solving and goal-oriented mindset

• Commitment to trust, teamwork, and accountability

Become a financial expert and make a meaningful impact in clients' lives at CIBC, supporting their journey to financial success.
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