CIBC Financial Services Representative
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Client engagement and digital banking define this on-site CIBC opportunity at Tor-Old Kingston Rd At Morrish. Help personal and business clients choose financial solutions.
As a Financial Services Representative Universal Banker, you will support CIBC's Personal and Business Banking team. Use knowledge of technology, cash management, credit, investments, and wealth protection. Recommend products, create forward-looking financial plans, and introduce mobile banking applications. This regular position requires 37.5 weekly hours.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and goal planning
- Recommend products supporting financial success
- Introduce mobile banking applications and digital tools
- Build relationships through outreach and marketing activities
Requirements:
- One year working with clients and achieving sales results
- Current Mutual Funds License accreditation in good standing
- Client-first approach with strong relationship-building skills
- Critical thinking and attention to important details
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial product knowledge, and digital literacy to CIBC's Universal Banker team at Tor-Old Kingston Rd At Morrish.
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