Apply client engagement and financial product knowledge as a Financial Services Representative at CIBC's Port Perry Banking Centre. Work on-site full-time with clients.
As a Financial Services Representative II, you will support Personal and Business Banking clients. Build relationships, understand personal and business priorities, and recommend tailored solutions. Use knowledge of cash management, credit, investments, and wealth protection to support financial goals.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Build relationships through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications and digital tools
Requirements:
- Current Mutual Funds License accreditation in good standing
- Canadian Securities Course or Investment Funds In Canada
- One year working with clients and achieving sales results
- Strong critical thinking and goal-oriented decision-making skills
- Flexibility for banking centre evenings, weekends, and travel
Bring client service, financial products, relationship building, and digital literacy to CIBC's Port Perry Banking Centre.
Financial Services Representative Port Perry 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.
