Financial Services Representative II
Description
This role at CIBC involves building strong client relationships within a Banking Centre, understanding their financial and personal goals, and offering tailored financial solutions in areas like cash management, credit, investment, and wealth protection. The representative is also expected to engage in marketing activities, grow client networks, and assist clients with mobile banking technology.
What We're Looking For
Meet with clients to understand personal and business priorities, advise on solutions, and provide a forward-looking financial plan.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build client relationships.,Grow network, deepen existing relationships, and collaborate with team members.,Become proficient in technology and introduce clients to mobile banking applications.,Be flexible to work banking centre hours, which may include evenings and weekends.,Be 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 is an asset.
Hard Skills
Soft Skills
Work Hours
37.5 hours/week
Benefits
Special Commitments
Must be flexible to work banking centre hours, including evenings and weekends.,Must be 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.
We respect your privacy
BerryMap uses cookies to provide essential features, analyze usage, and improve your experience. You can customize your preferences below.