Financial Services Representative

Position: CIBC Financial Services Representative
Location: Greater Sudbury

Become a Financial Services Representative at CIBC and help clients achieve their financial goals. This full-time role focuses on relationship building and leveraging technology in a community-oriented environment.

As a key member of the Personal and Business Banking team at CIBC, you will engage with clients to understand their priorities and provide tailored financial solutions. You’ll work in a fast-paced banking centre, helping clients navigate cash management, credit, and investments. This role requires flexibility to work at multiple locations to enhance client experiences.

Key Responsibilities:

• Meet clients to understand their financial needs

• Advise on cash management and investment solutions

• Build and maintain strong client relationships

• Leverage technology to assist clients with mobile banking

• Conduct marketing and outreach activities to grow network

Requirements:

• 1 year of client-facing experience in financial services

• Current Mutual Funds License in good standing

• Strong customer service and digital literacy skills

• Goal-oriented mindset focusing on results

• Attention to detail and critical thinking abilities

Drive financial success for clients by building relationships and delivering solutions at CIBC.
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