Client-Driven Universal Banker: Personal Finance Solutions
CIBC US
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Benefits offered by this job
Job summary
CIBC is seeking a Financial Services Representative Universal Banker in Mississauga to engage with clients, understand their personal and business priorities, and advise on solutions using our mobile and online banking tools. You’ll travel to multiple centres within a reasonable distance and support a fast-paced banking environment with a client-first mindset.
The role emphasizes relationship building, leveraging technology, and delivering a forward-looking financial plan, with potential to grow
Qualifications
- 1 year of experience working with clients and achieving sales results.
- Mutual Funds License or equivalent certification is preferred.
- Prior banking experience in a similar capacity is an asset.
Responsibilities
- Meet with clients to understand personal and business priorities and advise on solutions.
- Build relationships and grow the network to connect clients with the right specialists.
- Introduce clients to mobile and online banking features to support financial goals.
Skills
Education
Tools
Job description
CIBC is seeking a Financial Services Representative Universal Banker in Mississauga to engage with clients, understand their personal and business priorities, and advise on solutions using our mobile and online banking tools. You’ll travel to multiple centres within a reasonable distance and support a fast-paced banking environment with a client-first mindset.
The role emphasizes relationship building, leveraging technology, and delivering a forward-looking financial plan, with potential to grow
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