This role involves proactively engaging with clients in a fast-paced Banking Centre to understand their financial priorities and recommend appropriate CIBC products and solutions, including mobile and online banking options, to help them achieve their financial goals.
Meet with clients to understand priorities and advise on solutions.
Utilize knowledge of technology, cash management, credit, investment, and wealth protection.
Engage in marketing and outreach activities to build and deepen client relationships.
Introduce clients to mobile banking applications.
Be legally eligible to work at the location.
Possess a valid work or study permit if applicable.
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
37.5 hours/week
Must be legally eligible to work at the location and have a valid work/study permit if applicable. May be asked to complete attribute-based assessments and other skills tests (e.g., simulation, coding, French proficiency).
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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