Banking Services Advisor - Client Wealth & Growth

Canadian Imperial Bank of Commerce; Mascouche; Hybrid; CAD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee stock plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to engage with clients, understand their financial goals, and provide tailored solutions. You’ll work in a fast-paced banking centre with flexible hours, potentially traveling to multiple centres, and on-site full-time.

The role emphasizes client engagement, relationship building, and leveraging technology to enhance the client experience, with a focus on mutual funds licensing and regulatory requirements.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Certified professional with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
• Prior banking experience in a similar capacity is an asset

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Build relationships through marketing and outreach to connect clients with opportunities and strengthen networks.
• Introduce clients to mobile banking applications and digital tools to manage their banking needs.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Canadian Securities Course (CSC) or Investment Funds In Canada

Job description

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to engage with clients, understand their financial goals, and provide tailored solutions. You’ll work in a fast-paced banking centre with flexible hours, potentially traveling to multiple centres, and on-site full-time.

The role emphasizes client engagement, relationship building, and leveraging technology to enhance the client experience, with a focus on mutual funds licensing and regulatory requirements.