At a Glance
- Tasks: Build client relationships and provide tailored financial guidance at CIBC.
- Company: Join CIBC, a leading financial institution with a focus on client success.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Dynamic work environment with opportunities for community outreach and networking.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Must have Mutual Funds License and experience in client service and sales.
The predicted salary is between 42750 - 52250 $ per year.
Build client relationships at CIBC as a Financial Services Representative in Toronto, providing tailored financial guidance and digital banking support on-site full-time.
As part of Personal and Business Banking, you'll support clients at the Toronto-Finch & Warden Banking Centre.
You'll understand personal and business goals, recommend financial products, and connect clients with suitable solutions.
The work includes relationship building, outreach, and mobile banking education.
Key Responsibilities
- Meet clients to understand personal and business priorities
- Provide tailored advice and forward-looking financial plans
- Recommend cash management, credit, investment, and wealth protection solutions
- Grow networks through marketing and community outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements
- Current Mutual Funds License accreditation in good standing
- Canadian Securities Course or Investment Funds In Canada
- One year of client and sales results experience
- Goal-oriented, detail-focused, and critical-thinking approach
- Flexibility for banking centre evenings, weekends, and travel
Use client service, financial products, and digital literacy to help Toronto clients pursue meaningful financial goals with CIBC.
CIBC Financial Services Representative in Toronto employer: Canadian Imperial Bank of Commerce
CIBC is an exceptional employer that prioritizes your professional growth and well-being, offering a flexible hybrid work environment that allows you to balance your personal and professional life. With a strong commitment to inclusivity and a culture that values teamwork and accountability, CIBC empowers its employees to make meaningful contributions while providing competitive benefits, including a defined benefit pension plan and opportunities for personal development through initiatives like Purpose Day. Join us in building a relationship-oriented bank where your ambitions can thrive and be recognized.
Contact Details:
Canadian Imperial Bank of Commerce Recruitment Team
