Client-Centric Banking Advisor

Canadian Imperial Bank of Commerce; Peterborough; Hybrid; CAD 45,000 - 65,000; Full time

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Services Representative to support clients in a fast-paced banking centre. You will build relationships, understand client goals, and tailor service to help achieve financial success.

You’ll be flexible to work in banking centres within a reasonable travel distance, including evenings and weekends, and be on-site full-time to deliver exceptional client experiences.

Qualifications

• Client-centric advice and financial planning.
• Knowledge of cash management, credit, and investments.
• Able to meet client needs and regulatory requirements.

Responsibilities

• Meet with clients to understand personal and business priorities, advise on solutions and build financial plans.
• Engage in outreach to expand client base and strengthen relationships across communities.
• Promote mobile banking adoption and digital self-service tools.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Services Representative to support clients in a fast-paced banking centre. You will build relationships, understand client goals, and tailor service to help achieve financial success.

You’ll be flexible to work in banking centres within a reasonable travel distance, including evenings and weekends, and be on-site full-time to deliver exceptional client experiences.