Client-Focused Financial Services Representative

Become a vital member of CIBC in Toronto as a Financial Services Representative.

Your role will revolve around fostering client relationships and providing personalized financial solutions.

Join the Personal and Business Banking team at CIBC, where you will engage with clients on their financial goals. You’ll utilize your skills in client service, financial products, and digital literacy, working full-time to contribute to their success. Flexibility in working hours is required, along with the ability to travel between banking centers.

Key Responsibilities:

• Meet clients to identify their financial priorities

• Advise on financial products and solutions

• Facilitate outreach to enhance client relationships

• Introduce mobile banking applications to clients

• Provide outstanding customer service and experience

Requirements:

• Mutual Funds License with current accreditation

• Minimum 1 year of client service experience

• Strong knowledge of financial products

• Demonstrated goal-oriented approach

• Critical thinking and problem-solving skills

Support clients in achieving their financial success as a trusted representative at CIBC.