Bring client engagement and financial services expertise to CIBC as a full-time, on-site Universal Banker in White Rock-N.Bluff & Johnston.
As a Financial Services Representative Universal Banker, you will support Personal and Business Banking clients. You will understand personal and business priorities, recommend suitable products, and create forward-looking financial plans. The work includes banking technology, cash management, credit, investments, and wealth protection.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend products and solutions supporting financial goals
- Introduce CIBC mobile banking applications
- Build relationships through marketing and outreach activities
- Connect clients with appropriate people and opportunities
Requirements:
- One year working with clients and achieving sales results
- Current accreditation and good standing
- Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
- Critical thinking and decision-making skills
- Flexibility for evenings, weekends, and multiple banking centres
Use client service, technology, and financial product knowledge to help CIBC clients achieve their personal and business goals.
Financial Services Representative Universal Banker in Surrey 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.
