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Description

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.

What We're Looking For

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.

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

Client Service
Customer Experience (CX)
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results-Oriented

Soft Skills

Relationship Building
Client Engagement
Communication
Critical Thinking
Teamwork
Accountability
Authenticity
Respect
Learning Agility

Work Hours

37.5 hours/week; flexible, including 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)
Purpose Day (paid day off for growth and development)

Special Commitments

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.

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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