Financial Services Representative
Job Description & How to Apply Below
Dive into a rewarding career at CIBC as a Financial Services Representative, where you will engage clients and provide tailored financial solutions. Flexibility to work evenings and weekends maximizes your impact.
In this full-time role, you will join the Personal and Business Banking team at CIBC's downtown Banking Centre. Your expertise will enable you to foster client relationships, facilitate financial planning, and recommend suitable products based on their individual needs. The role emphasizes technology, with opportunities to introduce clients to mobile banking solutions.
Key Responsibilities:
• Engage clients to understand personal and business financial goals
• Advise on cash management and investment strategies
• Market outreach activities to build client relationships
• Utilize technology to enhance client banking experiences
• Support multiple banking centre locations as needed
Requirements:
• 1 year experience in client service or sales
• Mutual Funds License and relevant certifications required
• Strong relationship-building skills
• Excellent interpersonal and communication abilities
• Detail-oriented with a commitment to client success
This role enables you to make a significant difference in clients’ financial journeys, leveraging your expertise and passion for service.
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