Financial Services Representative

Position: Financial Services Representative at CIBC
Make a difference in clients' lives as a Financial Services Representative with CIBC. This role emphasizes client engagement, financial planning, and leveraging technology in a bustling Banking Centre.

As a key member of the Personal and Business Banking team, you will establish strong client relationships and provide tailored financial solutions. This position requires flexibility to work at multiple locations and accommodate various banking hours. You will utilize your expertise in credit, investments, and cash management to assist clients.

Key Responsibilities:

• Engage clients to understand their financial priorities

• Advise on tailored financial solutions and products

• Conduct marketing and outreach activities in the community

• Utilize technology to enhance the client banking experience

• Collaborate with colleagues to connect clients with opportunities

Requirements:

• Minimum 1 year of client service experience

• Current Mutual Funds License or accreditation

• Strong analytical and relationship-building skills

• Goal-oriented mindset with a focus on results

• Willingness to work flexible hours in multiple locations

Bring your passion for client service and financial expertise to create meaningful client relationships at CIBC.
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