Financial Services Rep II - Client-First Banking Growth

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 48,000 - 72,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

Canadian Imperial Bank of Commerce, in Toronto, is seeking a Financial Services Representative II to engage with clients and provide tailored financial guidance. This full-time role may require evenings and weekends and involves working at multiple banking centres within travel distance.

You will use your knowledge of cash management, credit, investments, and wealth protection to help clients meet their goals and build lasting relationships. A supportive environment helps you grow professionally.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current Mutual Funds License (Canadian Securities Course or Investment Funds in Canada) is required.
• Prior banking experience in a similar capacity is an asset.

Responsibilities

• Client engagement: Meet with clients to understand personal and business priorities, advise on solutions and create a forward-looking financial plan.
• Relationship building: Grow your network, deepen client relationships, and work with partners to connect clients to the right opportunities.
• Leveraging technology: Help clients use mobile banking apps and technology to manage their banking needs.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

Canadian Imperial Bank of Commerce, in Toronto, is seeking a Financial Services Representative II to engage with clients and provide tailored financial guidance. This full-time role may require evenings and weekends and involves working at multiple banking centres within travel distance.

You will use your knowledge of cash management, credit, investments, and wealth protection to help clients meet their goals and build lasting relationships. A supportive environment helps you grow professionally.