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Financial Services Representative II at CIBC - ApplyBlast

Financial Services Representative II

CIBC

3 months ago

4.3 on Glassdoor

Surrey, BC

Onsite

Full Time

Junior

0 applicants

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About this role

A Financial Services Representative at CIBC works full-time in a fast-paced banking center to foster relationships with clients and help them achieve their financial goals. The role involves understanding client priorities, advising on tailored financial solutions, and promoting digital banking tools while meeting sales targets.

Responsibilities

Engage with clients to understand personal and business financial priorities
Advising clients on tailored financial solutions and wealth protection products
Promoting mobile banking applications to improve client money management
Meeting sales targets and achieving results in client engagement
Collaborating with teams to connect clients with appropriate banking opportunities

Skills

Qualifications

Canadian Securities CourseInvestment Funds in Canada License

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

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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.