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Description

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.

What We're Looking For

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.

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 is an asset.

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-focused
Goal-oriented
Detail-oriented
Critical thinking
Passionate about people
Relationship building
Continuous learning
Trust
Teamwork
Accountability

Work Hours

37.5 hours/week, flexible (may include evenings and weekends)

Benefits

Competitive salary
Incentive pay
Banking benefits
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 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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