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CIBC

Canada / Global

Financial Services Representative at CIBC

Job Description

Enhance your career with CIBC as a Financial Services Representative in Toronto. Focus on relationship building and bespoke financial service to elevate client experiences.

As part of CIBC's Personal and Business Banking team, you will be on-site and full-time, engaging with clients to understand their unique needs. Your strengths in customer service, goal planning, and digital literacy will empower clients to meet their objectives effectively. Flexibility in hours and travel to multiple locations is required.

Key Responsibilities: • Build genuine relationships with clients • Advise on financial planning and services • Conduct marketing outreach to engage communities • Share insights on digital banking tools • Deliver exceptional client service and support

Requirements: • Current Mutual Funds License necessary • At least 1 year of experience in sales or client service • Excellent communication skills for client engagement • Proficient understanding of financial products • Strong interpersonal skills and attention to detail

Make a significant impact in clients’ lives as part of CIBC’s dedicated team. #J-18808-Ljbffr
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