Use client engagement and financial planning skills as a Financial Services Representative II with CIBC in Bowmanville, Ontario. This is an on-site, full-time contract assignment.
Within CIBC's Personal and Business Banking team, you will build relationships with clients and understand their personal and business priorities. You will provide tailored service, recommend financial products, and support clients through cash management, credit, investment, and wealth protection knowledge. The position also includes introducing mobile banking applications and participating in outreach activities.
Key Responsibilities:
- Meet clients to understand priorities and financial goals
- Provide advice and forward-looking financial plans
- Recommend suitable products, services, and solutions
- Build networks through marketing and outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- At least one year working with clients
- Experience achieving sales results
- Critical thinking and strong attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, financial product knowledge, and client service skills to CIBC's Bowmanville banking centre team.
Financial Services Representative Bowmanville employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
