As a Financial Services Representative in the Personal and Business Banking team, you will build strong client relationships, understand their financial and personal goals, and provide tailored services and solutions to help them achieve financial success. This role involves working in a fast-paced banking center, with flexibility for evening and weekend hours, and potentially working at multiple banking centers within a reasonable travel distance. The position focuses on client engagement, relationship building, and leveraging technology to assist clients.
Meet with clients to understand personal and business priorities, advise on solutions, and provide financial planning.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow network and ensure clients are connected to relevant opportunities.,Become proficient in technology and introduce clients to mobile banking applications.,Put clients first and engage with purpose to find the right solutions.,Be goal-oriented and motivated to make a difference.,Possess critical thinking skills and attention to detail.,Be passionate about people and building trust through respect and authenticity.,Demonstrate a love for learning and continuous knowledge growth.
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).
37.5 hours/week; flexible, including evenings and weekends
Flexible to work banking centre hours which may include evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.,Must be legally eligible to work at the location(s) specified and, where applicable, must have a valid work or study permit.
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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