Financial Services Representative II
Description
This role is part of the Personal and Business Banking team at CIBC, focusing on building strong client relationships within a banking center. The Financial Services Representative will engage with clients to understand their financial and personal goals, offer tailored advice and solutions including cash management, credit, investment, and wealth protection, and educate them on mobile banking technologies. The position requires a client-first approach, goal orientation, attention to detail, strong critical thinking, a passion for building relationships, and a commitment to continuous learning.
What We're Looking For
Meet with clients to understand personal and business priorities and advise on financial solutions.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to deepen client relationships.,Grow professional network and collaborate with team members.,Introduce clients to mobile banking applications and other technologies.,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 in working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible banking centre hours (may include evenings and weekends)
Benefits
Special Commitments
Must be willing to travel to multiple banking centres within a reasonable travel distance, Must be legally eligible to work at the specified location(s), Must have a valid work or study permit (if applicable)
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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