Financial Services Representative Opportunities - SW Ontario Market
Description
This role is for a Financial Services Representative within CIBC's Personal and Business Banking team. The position focuses on building client relationships, understanding financial objectives, providing tailored services, and recommending suitable products. It requires flexibility for banking centre hours, including evenings and weekends, and the ability to work across multiple banking centers within a reasonable travel distance. The role is full-time and on-site, emphasizing a strong client experience.
What We're Looking For
Client engagement: Meet with clients to understand personal and business priorities, advise on solutions, provide forward-looking financial plans, and utilize knowledge of cash management, credit, investment, and wealth protection.
Relationship building: Participate in marketing and outreach, expand professional networks, deepen existing client relationships, and collaborate to connect clients with relevant opportunities.
Leveraging technology: Become proficient in technology and introduce clients to mobile banking applications to help manage their banking needs.
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
Soft Skills
Work Hours
37.5 hours/week, may include evenings and weekends
Benefits
Special Commitments
Flexible to work banking centre hours, which may include evenings and weekends. 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.
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