As a Financial Services Representative in the Personal and Business Banking team, you will work in a fast-paced Banking Centre. Your main responsibilities include building relationships with clients, understanding their financial and personal objectives, providing personalized service, and recommending suitable products and solutions to support their financial success. You will also engage in marketing activities, expand your professional network, and educate clients on mobile banking applications.
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.,Grow network and deepen existing relationships.,Introduce clients to mobile banking applications.,Flexibility to work banking centre hours, including evenings and weekends.,Flexibility to work at multiple banking centres within a reasonable travel distance.,On-site full-time work model.
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
Legally eligible to work at the location(s) specified.
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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