Serve Victoria clients on-site as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance.
As part of CIBC's Personal and Business Banking team, you will work in a Banking Centre serving personal and business priorities. You will understand goals, recommend solutions, and provide a forward-looking financial plan. Your work includes cash management, credit, investments, and wealth protection.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Advise clients on suitable financial solutions
- Build networks through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications to clients
Requirements:
- Current Mutual Funds License accreditation in good standing
- At least one year working with clients
- At least one year achieving sales results
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, goal planning, and financial product expertise to CIBC's on-site Banking Centre team in Victoria.
Financial Services Representative Victoria 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.
