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Description

This role is with CIBC's Personal and Business Banking team, operating in a fast-paced Banking Centre. The Financial Services Representative will focus on building strong client relationships, understanding their financial goals, providing tailored service, and recommending suitable products and solutions to support their financial success.

What We're Looking For

Meet with clients to understand personal and business priorities and provide forward-looking financial plans.,Advise clients on solutions using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Work collaboratively to connect clients with appropriate resources and opportunities.,Leverage technology by introducing clients to mobile banking applications to manage their banking needs.

Ideal Candidate

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

Hard Skills

Digital Literacy
Face to Face Customer Service
Outbound Calls

Soft Skills

Client Engagement
Goal Oriented
Detail-oriented
Critical Thinking
Relationship Building
Passion for People
Trust
Teamwork
Accountability
Continuous Learning

Work Hours

37.5 hours/week

Benefits

Competitive salary
Incentive pay
Banking benefits
Comprehensive benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers (social, points-based recognition program)

Special Commitments

Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.

About the Company

C

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
View all jobs at Canadian Imperial Bank of Commerce (CIBC)

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