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Financial Service Representative at CIBC - ApplyBlast

Financial Service Representative

CIBC

4 months ago

4.3 on Glassdoor

Saint John, NB

Onsite

Full Time

Junior

0 applicants

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About this role

CIBC seeks a Financial Services Representative to build strong client relationships within the Personal and Business Banking team. The role involves understanding client financial goals, delivering tailored advice on various products, and promoting digital banking solutions. Employees must be flexible, willing to work onsite full-time, and possess a current mutual funds license with at least one year of relevant client-facing experience.

Responsibilities

Foster key relationships with personal and business clients.
Provide tailored financial advice and recommend suitable products.
Advise clients on cash management, credit, and investment goals.
Promote and assist clients in using mobile banking applications.
Execute marketing and outreach activities to grow the client network.

Skills

Qualifications

Canadian Securities Course (CSC)Investment Funds in Canada (IFIC)Mutual Funds License

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.