Serve CIBC clients onsite in Woodbridge-Langstaff through financial planning, relationship building, and tailored banking solutions. Full-time onsite work is required.
As a Financial Services Representative II, you will support Personal and Business Banking clients in a Banking Centre. Understand personal and business priorities, recommend financial products, and introduce mobile banking applications. Use knowledge of cash management, credit, investments, and wealth protection to support client goals.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Build relationships 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
- One year of client experience achieving sales results
- Critical thinking and goal-oriented decision making
- Flexibility for evenings, weekends, and multiple banking centres
- Prior similar banking experience is an asset
Apply client service, financial products knowledge, and relationship-building skills as a CIBC Financial Services Representative II.
Financial Services Representative Woodbridge in Vaughan 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.
