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Financial Services Representative II at CIBC - ApplyBlast

Financial Services Representative II

CIBC

4 months ago

4.3 on Glassdoor

Kingston, ON

Onsite

Full Time

Junior

0 applicants

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About this role

This role is for a Financial Services Representative within CIBC's Personal and Business Banking team, focused on fostering client relationships and providing tailored financial solutions. The position involves meeting with clients to understand their goals, advising on specific financial products, and promoting digital banking applications to support their success.

Responsibilities

Meet with clients to understand personal and business priorities
Advise clients on financial solutions and forward-looking plans
Promote mobile banking applications to enhance client management
Grow professional network and deepen existing client relationships
Achieve individual sales results while ensuring compliant service

Skills

Qualifications

Canadian Securities CourseInvestment Funds in Canada

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.