Financial Services Representative
Job Description & How to Apply Below
Make a significant impact as a Financial Services Representative with CIBC in Toronto. Engage with clients, understand their goals, and provide customized financial solutions.
Join the Personal and Business Banking team at CIBC, where full-time representatives connect with clients to foster relationships and offer tailored advice. You will utilize your financial knowledge in cash management, credit, and investment to help clients achieve their financial aspirations. Flexibility to work various banking hours is essential, including evenings and weekends.
Key Responsibilities:
• Meet clients to discuss financial priorities and goals
• Advise clients on financial products and services
• Engage in marketing and outreach activities
• Introduce clients to mobile banking technology
• Build and deepen client relationships in the community
Requirements:
• Minimum 1 year of client service experience
• Required Mutual Funds License or similar accreditation
• Effective goal-oriented and detail-oriented mindset
• Strong interpersonal skills and passion for learning
• Previous banking experience is an asset
Bring expertise in client relationships, financial products, and technology to CIBC as a Financial Services Representative in Toronto.
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