Financial Services Expert at CIBC

Position: Full-Time Financial Services Expert at CIBC
Become a Financial Services Representative at CIBC in Toronto, offering personalized financial solutions. Build meaningful client connections and enhance their banking experience full-time while working at multiple locations.

In this role within CIBC's Personal and Business Banking team, you’ll engage clients to identify their financial objectives and recommend appropriate solutions. Your ability to navigate financial products, cash management, and effective goal planning will play a crucial part in client satisfaction. Flexibility to work evenings and weekends will be necessary as you may be required to provide service in various banking centres.

Key Responsibilities:

• Meet clients to address financial priorities and solutions

• Provide informed financial planning and product recommendations

• Foster client relationships through proactive outreach

• Share expertise on digital banking technologies

• Collaborate to ensure clients connect with relevant teams

Requirements:

• Mutual Funds License current status required

• At least 1 year experience in client services

• Familiarity with financial products and client engagement

• Willingness to work a flexible schedule

• Previous banking experience seen as an asset

Empower clients towards financial success with your expertise and dedication.
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