Financial Services Representative

Position: CIBC Financial Services Representative
Become a vital Financial Services Representative at CIBC in Windsor, Ontario, dedicated to enhancing client relationships and delivering personalized financial solutions. You will thrive in a full-time, on-site role that emphasizes client engagement and technology.

In this position, you’ll join the Personal and Business Banking team at a fast-paced Banking Centre. Your primary responsibility is to foster relationships with clients, understand their personal and business goals, and recommend tailored financial products. Flexibility is key as you may work at various banking centres within a reasonable distance.

Key Responsibilities:

• Engage with clients to understand their financial objectives

• Advise on products for cash management and investments

• Build and deepen relationships through outreach activities

• Introduce clients to our mobile banking applications

• Collaborate with team members for client success

Requirements:

• Minimum 1 year of client-related experience

• Good standing Mutual Funds License required

• Familiar with cash management and credit services

• Demonstrated goal orientation and attention to detail

• Strong interpersonal skills in relational building

Bring your passion for client service and financial expertise to CIBC in Windsor.