Relationship Banking Advisor

CIBC; Richmond Hill; On-site; CAD 42,000 - 64,000; 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

CIBC is seeking a Financial Services Representative in Richmond Hill to build lasting client relationships and provide tailored financial guidance. You will engage with clients, understand their goals, and recommend suitable banking solutions, including investments and cash management.

You will work on-site full-time, with flexibility for banking centre hours and travel between centres within a reasonable distance. Prior banking experience is an asset, and licensure is required.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current Mutual Funds License and good standing.
• Legally eligible to work in Canada at the indicated location.

Responsibilities

• Meet with clients to understand personal and business goals and propose tailored financial solutions.
• Build relationships and expand the client network within the community.
• Promote cash management, credit, investments and wealth protection products.

Skills

Banking

Client Loyalty

Client Relations

Customer Engagement

Education

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)

Job description

CIBC is seeking a Financial Services Representative in Richmond Hill to build lasting client relationships and provide tailored financial guidance. You will engage with clients, understand their goals, and recommend suitable banking solutions, including investments and cash management.

You will work on-site full-time, with flexibility for banking centre hours and travel between centres within a reasonable distance. Prior banking experience is an asset, and licensure is required.