Financial Services Representative
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-09-12
Listing for:
CIBC
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Retail Banking, Banking & Finance
Job Description & How to Apply Below
Shape your future with CIBC as a Financial Services Representative in Toronto. Your focus will be on client relations, product advisory, and leveraging technology to support banking success.
In this position as a Universal Banker, you'll contribute to the Personal and Business Banking team by connecting with clients and addressing their financial needs. Working in a vibrant Banking Centre, your role encompasses relationship building, offering tailored financial advice, and introducing clients to innovative banking solutions. A flexible schedule suits your availability evenings and weekends across multiple locations.
Key Responsibilities:
• Engage clients to clarify their personal and business priorities
• Recommend financial products to meet client objectives
• Conduct outreach to strengthen community relationships
• Guide clients on utilizing mobile banking options
• Collaborate within a strong team environment
Requirements:
• At least 1 year of experience in client service
• Active Mutual Funds License in good standing
• Knowledge of cash management and investments
• Goal-oriented and detail-focused mindset
• Enthusiastic learner with a passion for finance
Join CIBC’s commitment to serving clients with outstanding financial insights and tailored solutions.
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