Client-First Banking & Financial Planning Pro

CIBC; Princeton; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

MomentMakers recognition program

Purpose Day – paid day off for growth

Job summary

CIBC in Princeton is seeking a Financial Services Representative to join the Personal and Business Banking team. You’ll work in a fast-paced Banking Centre, meeting clients, understanding goals, and recommending tailored solutions to support their financial success.

You’ll be flexible to work at multiple centres within travel distance and on-site full-time. You’ll build relationships, promote cash management, credit, investments, and wealth protection, and guide clients to use our mobile apps

Qualifications

• Current accreditation and good standing Mutual Funds License.
• 1 year experience working with clients and achieving sales results.
• Asset if you have prior banking experience in a similar capacity.

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Engage in marketing and outreach activities to grow network and relationships across communities.
• Promote cash management, credit, investments and wealth protection to help clients meet goals.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License (CSC / IFIC)

Job description

CIBC in Princeton is seeking a Financial Services Representative to join the Personal and Business Banking team. You’ll work in a fast-paced Banking Centre, meeting clients, understanding goals, and recommending tailored solutions to support their financial success.

You’ll be flexible to work at multiple centres within travel distance and on-site full-time. You’ll build relationships, promote cash management, credit, investments, and wealth protection, and guide clients to use our mobile apps