Client-Focused Banking Advisor II

Canadian Imperial Bank of Commerce; Princeton; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Princeton is seeking a Financial Services Representative who will foster key client relationships, understand personal and business goals, and tailor solutions to help their financial success. You’ll work in a fast-paced banking centre and may travel within a reasonable distance to serve clients.

The role requires a client-first mindset, a willingness to learn, and at least 1 year of client-facing sales experience; banking experience is a plus.

Qualifications

• Minimum 1 year of experience with clients and achieving sales results.
• Certification and current license (Mutual Funds License or Canadian Securities Course or Investment Funds In Canada) is required or a strong asset.
• Banking experience in a similar capacity is an asset.

Responsibilities

• Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Engage in marketing and outreach activities to show clients you value them and their communities.
• Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

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) in Princeton is seeking a Financial Services Representative who will foster key client relationships, understand personal and business goals, and tailor solutions to help their financial success. You’ll work in a fast-paced banking centre and may travel within a reasonable distance to serve clients.

The role requires a client-first mindset, a willingness to learn, and at least 1 year of client-facing sales experience; banking experience is a plus.