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: 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.
