Financial Services Representative II
Description
This role within the Personal and Business Banking team focuses on delivering exceptional client service in a dynamic banking centre. The representative will build strong client relationships, understand their financial and personal goals, and offer tailored products and solutions to support their financial success.
What We're Looking For
Meet with clients to understand priorities, provide financial advice, and develop forward-looking financial plans.,Utilize knowledge in cash management, credit, investment, and wealth protection.,Engage in marketing and outreach to build and deepen client relationships.,Grow professional network and collaborate with team members to connect clients with appropriate opportunities.,Become proficient in technology and educate clients on mobile banking applications.,Flexible to work banking centre hours, including evenings and weekends.,Flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week; may include evenings and weekends.
Benefits
Special Commitments
Must be willing to work at multiple banking centres within a reasonable travel distance.,Must be willing to work banking centre hours, which may include evenings and weekends.
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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