Relationship Banking Advisor

Canadian Imperial Bank of Commerce; Richmond Hill; On-site; CAD 40,000 - 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 recognition program

Purpose Day

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Richmond Hill is seeking a Financial Services Representative to join the Personal and Business Banking team. You will meet with clients, understand their goals, provide tailored service, and recommend the right products to support their financial success.

The role requires on-site work at multiple centres within a reasonable travel distance and may include evenings and weekends.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) in good standing.

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 to grow your network and deepen client relationships.
• Promote and tailor banking products and digital tools to meet client needs.

Skills

Banking

Client Loyalty

Client Relations

Customer Engagement

Customer Experience (CX)

Educational Savings Plans

Financial Services

Goal Planning

Investments

Mutual Funds

Education

Mutual Funds License

Job description

Canadian Imperial Bank of Commerce (CIBC) in Richmond Hill is seeking a Financial Services Representative to join the Personal and Business Banking team. You will meet with clients, understand their goals, provide tailored service, and recommend the right products to support their financial success.

The role requires on-site work at multiple centres within a reasonable travel distance and may include evenings and weekends.