Expert Financial Services Representative at CIBC

Join the Personal and Business Banking team at CIBC as a Financial Services Representative, and help clients achieve their financial goals. This full-time role focuses on tailored client strategies and service.
You will be instrumental in building relationships and understanding clients' personal and business objectives, guiding them towards effective financial products. Engage in community outreach and leverage technology to improve client banking experiences. Flexibility in hours is key to meet diverse client needs.
Key Responsibilities:
• Engage clients to identify their financial aspirations
• Provide tailored financial advice and solutions
• Conduct outreach to deepen community relationships
• Promote technology for efficient banking management
• Collaborate with teams for client connectivity
Requirements:
• 1 year of experience working with clients in sales
• Current accreditation for Mutual Funds handling
• Strong attention to detail and problem-...