Financial Services Representative II
Description
As a Financial Services Representative II at CIBC, you will join the Personal and Business Banking team in a banking centre. Your role involves building strong client relationships, understanding their financial goals, and providing tailored advice and solutions across cash management, credit, investment, and wealth protection. You will engage in marketing activities, leverage technology to assist clients with mobile banking, and contribute to a positive client experience.
What We're Looking For
Meet with clients to understand personal and business priorities, advise on solutions, and provide financial plans.,Use knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build client and community relationships.,Grow network and deepen existing relationships, collaborating with team members.,Introduce clients to mobile banking applications.,Flexible to work banking centre hours, which may include 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 in working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).,Goal-oriented, detail-oriented, critical thinking skills.,Passionate about people and building relationships through trust, respect, and authenticity.,Eagerness to learn and grow knowledge.
Minimum Education
Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be willing to work evenings and weekends, Must be willing to travel to multiple banking centres
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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