Temporary

On-Site

Financial Service Representative- Contract

CCanadian Imperial Bank of Commerce (CIBC)44 Great Northern Road, S.S.Marie-Cambrian Mall, ON0

Description

This role is for a Financial Service Representative within CIBC's Personal and Business Banking team. The individual will work in a banking centre, focusing on building client relationships, understanding their financial goals, and recommending suitable products and solutions in cash management, credit, investment, and wealth protection. The role also involves engaging in marketing activities and helping clients utilize mobile banking applications.

What We're Looking For

Meet with clients to understand personal and business priorities, advise on solutions, and provide financial plans.,Use knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities.,Grow network and deepen existing client relationships.,Work as part of a team to connect clients with appropriate opportunities.,Become proficient in technology and introduce clients to mobile banking applications.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.

Ideal Candidate

Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year experience in working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).

Minimum Education

Professional Certification (Mutual Funds License)

Hard Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Soft Skills

Client engagement

Relationship building

Leveraging technology

Goal oriented

Attention to detail

Critical thinking

Passion for people

Love to learn

Trust

Teamwork

Accountability

Work Hours

37.5 hours/week

Benefits

Competitive compensation

banking benefit

wellbeing support

employee and family assistance programs

MomentMakers (social

points-based recognition program)

Special Commitments

Must be flexible to work banking centre hours (evenings/weekends). Requires flexibility to work at multiple banking centres within reasonable travel distance.

About the Company

Canadian Imperial Bank of Commerce (CIBC)

CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.

Client-focused

Inclusive

Collaborative

Innovative

Professional

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