Client-Focused Financial Services Advisor

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

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

Canadian Imperial Bank of Commerce in Toronto is seeking a Financial Services Representative to help clients achieve their financial goals through tailored advice and products. You will work in a fast-paced banking centre, building relationships and using technology to enhance the client experience, including mobile banking tools.

You must have a Mutual Funds License (CIC or Investment Funds In Canada) and at least 1 year of client-facing sales experience.

Qualifications

• Experience assisting clients with personal and small business banking needs.
• Familiarity with cash management, credit, investments and wealth protection concepts.
• Ability to meet sales targets while delivering excellent service.

Responsibilities

• Engage with clients to understand their priorities and advise on financial solutions.
• Build and deepen client relationships through proactive outreach and service excellence.
• Promote and explain banking products using available digital tools.

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 in Toronto is seeking a Financial Services Representative to help clients achieve their financial goals through tailored advice and products. You will work in a fast-paced banking centre, building relationships and using technology to enhance the client experience, including mobile banking tools.

You must have a Mutual Funds License (CIC or Investment Funds In Canada) and at least 1 year of client-facing sales experience.