Personal Banking Financial Advisor
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Help CIBC clients pursue financial goals through client engagement, cash management, credit, investments, and wealth protection. Work onsite full-time.
As a Financial Services Representative II, you will serve Personal and Business Banking clients at the Woodbridge-Langstaff Banking Centre. Foster trusted relationships, understand priorities, deliver informative service, and recommend tailored solutions. Your work includes marketing outreach, network development, and connecting clients with the right opportunities and partners.
Key Responsibilities:
- Advise clients on financial solutions and goal planning
- Use cash management, credit, investment, and wealth protection knowledge
- Deepen existing relationships and grow your professional network
- Participate in client marketing and outreach activities
- Work collaboratively to connect clients with opportunities
Requirements:
- Mutual Funds License accreditation and current good standing
- At least one year working with clients and sales results
- Strong attention to detail and critical thinking skills
- Passion for relationships, learning, and client-first service
- Flexibility for banking centre hours and locations
Bring financial planning, relationship management, and client-first service to CIBC's Personal and Business Banking team.
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