Financial Service Representative
Description
As a Financial Services Representative at CIBC, you will be part of the Personal and Business Banking team, working in a dynamic Banking Centre. Your role involves building strong client relationships, understanding their financial and personal objectives, and providing tailored services and product recommendations to support their financial success. You will also engage in marketing activities, expand your professional network, and educate clients on mobile banking applications.
What We're Looking For
Meet with clients to understand their priorities, advise on solutions, and create financial plans.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach to build client relationships and community trust.,Grow professional network and collaborate with team members.,Become proficient in technology and introduce clients to mobile banking applications.
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).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Flexible to work banking centre hours (evenings and weekends may be required), Flexible to work at multiple banking centres within a reasonable travel distance, Must be legally eligible to work at the specified location(s) and possess a valid work or study permit.
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.
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