Financial Services Representative at CIBC
C
CIBC
📍 woodstock, oxford county, Canada
Job Description
Become a Financial Services Representative at CIBC and make a meaningful impact in clients’ financial lives. This full-time role focuses on client engagement and personalized service in a dynamic Banking Centre.
At CIBC, you’ll be part of a relationship-oriented banking team dedicated to client success. This position requires building strong client relationships, understanding their financial goals, and offering tailored solutions. Flexibility to work at multiple banking centres is required, along with the ability to navigate banking technology.
Key Responsibilities:
• Meet with clients to discuss their financial priorities
• Provide informed advice on cash management and investments
• Engage in marketing and outreach activities
• Use technology to introduce clients to mobile banking apps
• Collaborate within the team to connect clients to opportunities
Requirements:
• Mutual Funds License (Canadian Securities Course required)
• Minimum of 1 year of client...
At CIBC, you’ll be part of a relationship-oriented banking team dedicated to client success. This position requires building strong client relationships, understanding their financial goals, and offering tailored solutions. Flexibility to work at multiple banking centres is required, along with the ability to navigate banking technology.
Key Responsibilities:
• Meet with clients to discuss their financial priorities
• Provide informed advice on cash management and investments
• Engage in marketing and outreach activities
• Use technology to introduce clients to mobile banking apps
• Collaborate within the team to connect clients to opportunities
Requirements:
• Mutual Funds License (Canadian Securities Course required)
• Minimum of 1 year of client...