Client-Centric Banking Advisor

Canadian Imperial Bank of Commerce; Georgetown; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Employee share purchase plan

Defined benefit pension plan

Wellbeing support

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to cultivate client relationships and tailor financial solutions. You’ll work in a fast-paced Banking Centre, connecting clients with cash management, credit, investment, and wealth protection options to help them reach their financial goals.

You’ll be flexible to banking centre hours, including evenings and weekends, and travel to nearby centres within a reasonable distance; on-site full-time employment supports a

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) current standing.
• Legally eligible to work in Canada and able to travel to multiple banking centres within a reasonable distance.

Responsibilities

• Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial plans.
• Engage in marketing and outreach to grow networks and deepen relationships.
• Promote and demonstrate our mobile banking apps to help clients 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

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative to cultivate client relationships and tailor financial solutions. You’ll work in a fast-paced Banking Centre, connecting clients with cash management, credit, investment, and wealth protection options to help them reach their financial goals.

You’ll be flexible to banking centre hours, including evenings and weekends, and travel to nearby centres within a reasonable distance; on-site full-time employment supports a