As a Financial Services Representative in the Personal and Business Banking team, you will build relationships with clients, understand their financial goals, and offer tailored products and solutions to support their financial success. You will work in a dynamic banking center, potentially across multiple locations within a reasonable travel distance, and be flexible with hours including evenings and weekends.
Foster key relationships with clients, understanding their financial and personal goals.,Provide informative and tailored service and recommend appropriate products and solutions.,Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Become proficient in technology and introduce clients to mobile banking applications.,Be flexible to work banking center hours, which may include evenings and weekends.,Be flexible to work at multiple banking centers within a reasonable travel distance.
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 is an asset.
37.5 hours/week, flexible (may include evenings and weekends)
Flexible to work at multiple banking centres within a reasonable travel distance.
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.
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