Help CIBC clients plan financial success onsite through informed advice, product knowledge, and meaningful relationship building in Rosemere.
This Financial Services Representative supports Personal and Business Banking clients at CIBC. You'll assess goals, provide tailored service, and recommend solutions across cash management, credit, investments, and wealth protection. Success also includes outreach, teamwork, digital literacy, and connecting clients with mobile banking applications.
Key Responsibilities:
- Understand clients' financial and personal goals
- Provide informative, tailored service and financial planning
- Use financial products knowledge to advise clients
- Deepen relationships through outreach and outbound calls
- Help clients manage banking needs with mobile applications
Requirements:
- Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
- At least one year client and sales results experience
- Passion for people, learning, and relationship development
- Strong critical thinking and decision-making abilities
- Ability to work onsite at multiple nearby banking centres
Use financial planning, client engagement, and digital literacy to deliver personalized banking experiences for CIBC clients.
Personal Banking Financial Advisor in Rosemère 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.
