Use client engagement and financial planning skills as a Financial Services Representative at CIBC's PCF-Albion banking centre. This is a full-time, on-site opportunity.
As part of Personal and Business Banking, you will understand clients' personal and business goals and provide tailored service. You will recommend solutions using knowledge of cash management, credit, investments, and wealth protection. The work includes relationship building, outreach, and digital banking guidance.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Build networks 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 of client and sales-results experience
- Strong critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, financial knowledge, and digital literacy to CIBC's client-focused Personal and Business Banking team.
Financial Services Representative Personal Banking 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.
