Full-Time

On-Site

Financial Services Representative II

CCanadian Imperial Bank of Commerce (CIBC)1960 Hyde Park Rd, London, ON0

Description

This role at CIBC involves building client relationships within a fast-paced Banking Centre. The Financial Services Representative II will focus on understanding clients' financial goals, providing tailored advice, and recommending appropriate products and solutions across cash management, credit, investment, and wealth protection. The position also requires engaging in marketing activities, leveraging technology to assist clients with mobile banking, and working collaboratively to ensure client needs are met.

What We're Looking For

Meet with clients to understand personal and business priorities and advise on financial solutions.,Engage in marketing and outreach activities to build and deepen client relationships.,Introduce clients to mobile banking applications and other technologies to manage their banking needs.,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).,1 year experience working with clients and achieving sales results.,Prior banking experience in a similar capacity is an asset.

Hard Skills

Customer Experience (CX)

Financial Services

Personal Investments

Retail Credit

Cash Management

Credit

Investment

Wealth Protection

Soft Skills

Client engagement

Relationship building

Goal-oriented

Attention to detail

Critical thinking

Passion for people

Trust-building

Authenticity

Continuous learning

Teamwork

Accountability

Work Hours

37.5 hours/week

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)

Special Commitments

Flexible to work banking centre hours (evenings and weekends may be required).,Flexible to work at multiple banking centres within a reasonable travel distance.

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.

Client-focused

Inclusive

Collaborative

Innovative

Professional

View all jobs at Canadian Imperial Bank of Commerce (CIBC)

Back to Job Board