Financial Services Representative

Become a Financial Services Representative at CIBC's Yonge and High Tech Banking Centre, where you will make meaningful impacts for clients.

This full‑time role focuses on relationship building and financial advising for both personal and business needs.

In this on‑site position, you will engage with clients to assess their priorities and provide tailored advice on cash management and wealth protection. Your goal‑oriented and detail‑focused approach will help clients navigate their financial journeys, leveraging both technology and personal interactions to deepen relationships and enhance client satisfaction.

• Meet clients to identify financial goals and offer tailored solutions
• Build relationships through outreach and networking efforts
• Advise on cash management and credit solutions
• Introduce clients to mobile banking applications and tools
• Collaborate with colleagues to optimize client connections

• 1 year experience in client‑facing roles
• Current Mutual Funds License or equivalent accreditation
• Strong knowledge of financial products and services
• Excellent communication and relationship‑building skills
• Availability to work flexible schedule including evenings and weekends

Make a significant impact on clients' financial success through dedicated service and expertise at CIBC. #J-18808-Ljbffr