Financial Services Consultant

Position: CIBC Financial Services Consultant Role
Drive client success as a Financial Services Representative with CIBC at our vibrant Banking Centre. Build lasting relationships while helping clients achieve their financial goals through tailored solutions.

This on-site role within our Personal and Business Banking team requires full-time commitment at multiple locations. You will engage clients, offering insightful financial advice based on their personal and business priorities. Your expertise in cash management, investments, and wealth protection will be essential in fostering positive client interactions.

Key Responsibilities:

• Meet clients to assess financial needs and provide tailored solutions

• Engage in marketing to build client relationships within the community

• Leverage technology to guide clients through mobile banking apps

• Provide ongoing financial planning assistance for client success

• Work collaboratively to connect clients with optimal services

Requirements:

• 1 year of experience in client relations and sales performance

• Certification in Mutual Funds (Canadian Securities Course)

• Strong client service and digital literacy skills

• Proven ability to achieve results and work flexibly

• Goal-oriented with a commitment to continuous learning

Become an invaluable resource and advisor for clients at CIBC, utilizing your financial expertise in a collaborative setting.
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