Financial Services Representative at CIBC

Shape client financial futures as a Financial Services Representative at CIBC in Maple, Ontario. Your expertise in financial products and client engagement will drive meaningful client relationships.

As a key player in the Personal and Business Banking team, you will help clients achieve their financial goals. This full-time, on-site position requires strong interpersonal skills and a commitment to service excellence. Alongside building relationships, you will utilize technology to enhance client experiences and provide tailored financial solutions.

Key Responsibilities:

• Meet clients to understand and advise on financial priorities

• Engage in outreach to foster community relationships

• Leverage technology to enhance mobile banking experiences

• Provide tailored solutions for clients’ financial success

• Collaborate with teams to connect clients with relevant opportunities

Requirements:

• 1 year client-facing experience with sales results

• Current Mutual Funds License or equivalent accreditation

• Previous banking experience in a similar capacity is an asset

• Strong critical thinking and detail-oriented approach

• Passionate about relationships and continuous learning

Empower clients through financial insights and outstanding service at CIBC in Maple.
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