As a Financial Services Representative in the Personal and Business Banking team, you will work in a banking centre to build relationships with clients, understand their financial goals, provide tailored services, and recommend suitable products and solutions to help them achieve financial success. This role involves working flexible banking centre hours, including evenings and weekends, and potentially at multiple banking centres within a reasonable travel distance.
Foster key relationships with clients, understand their financial and personal goals, and provide informative and tailored service.,Recommend the right products and solutions for clients' financial success.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.,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.,Introduce clients to mobile banking applications and other technologies.
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 banking centre hours including evenings and weekends
Must be willing to work flexible hours including evenings and weekends, must be willing to work at multiple banking centres within a reasonable travel distance, requires full-time on-site work.
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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