Description
As a Financial Services Representative II at CIBC, you will be an integral part of the Personal and Business Banking team, working in a fast-paced Banking Centre. Your primary role will be to build and nurture client relationships, understand their financial and personal objectives, and offer tailored financial advice and solutions. This includes guiding clients in areas such as cash management, credit, investment, and wealth protection to help them achieve financial success. You will also participate in marketing activities to strengthen client connections and community engagement.
What We're Looking For
Meet with clients to understand their personal and business priorities.,Advise clients on solutions and provide forward-looking financial plans.,Utilize knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Grow your network and collaborate with the team to connect clients with appropriate opportunities.,Become proficient in leveraging technology for client service.,Be flexible to work banking centre hours, including 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 (an asset).
Hard Skills
Soft Skills
Work Hours
Flexible banking centre hours, may include evenings and weekends
Benefits
Comprehensive health and dental coverage, defined benefit pension plan, employee share purchase plan, wellness programs, and flexible work arrangements.
Special Commitments
Must be willing to work at multiple banking centres within a reasonable travel distance. Must be legally eligible to work at the specified location(s).
Also Available At
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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