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Financial Services Representative II at CIBC - ApplyBlast

Financial Services Representative II

CIBC

4 days ago

4.3 on Glassdoor

Burlington, Ontario, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

This role involves fostering key relationships with clients to understand their financial and personal goals while providing tailored service and recommending appropriate products and solutions. The position requires working in a fast-paced banking centre environment, engaging in marketing activities, and leveraging technology to enhance the client experience. Team members are expected to be flexible with banking centre hours, including evenings and weekends, and may work at multiple locations within a reasonable travel distance.

Responsibilities

Foster key relationships with clients and understand their financial goals
Provide informative and tailored service recommending right products and solutions
Introduce clients to mobile banking applications and help manage banking needs

Skills

Qualifications

Mutual Funds License (Canadian Securities Course or Investment 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.