Financial Services Representative

Position: Financial Services Representative at CIBC
Make a meaningful impact at CIBC as a Financial Services Representative. Engage with clients, customize financial plans, and enhance their banking experience at our Vaughan-Bathurst location.

As a key member of the Personal and Business Banking team, you will work on-site full-time, building strong relationships with clients.

Your role includes providing tailored financial solutions, engaging in community outreach, and leveraging digital banking tools. Your focus on client success will help in achieving their financial goals and strengthen client loyalty.

Key Responsibilities:

• Meet with clients to understand their financial priorities

• Provide forward-looking financial advice and plans

• Engage in marketing to enhance community connections

• Introduce clients to digital banking tools effectively

• Leverage technology for improved customer experience

Requirements:

• Minimum 1 year of client-facing experience

• Current Mutual Funds License required

• Demonstrated sales results in previous roles

• Strong critical thinking and relationship-building skills

• Passion for financial services and continuous learning

Thrive at CIBC by helping clients navigate their financial journeys with expertise and personalized care.
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