Deliver tailored financial guidance at CIBC's Toronto Banking Centre, using client relations and investment knowledge in an on-site setting.
As a Financial Services Representative II, you'll serve Personal and Business Banking clients at Toronto-Bloor & Runnymede. Build relationships, understand personal and business goals, and recommend suitable products and solutions. Your work includes cash management, credit, investments, wealth protection, and mobile banking support.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and forward-looking plans
- Recommend products supporting clients' financial goals
- Develop relationships through marketing and outreach activities
- Introduce mobile banking applications to clients
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
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Use financial services, client engagement, and investment planning expertise to support CIBC clients at Toronto-Bloor & Runnymede.
Financial Services Representative 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.
