Relationship Banking Advisor

CIBC US

Timmins

On-site

CAD 45,000 - 65,000

Full time

2 days ago
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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

Job summary

CIBC is seeking a Financial Services Representative in Timmins, Ontario. The role is on-site, full-time, with potential to work at multiple banking centres within reasonable travel distance.

You will engage clients, provide tailored financial guidance, and help them achieve their financial goals. Ideal candidates have Mutual Funds License and at least 1 year of client sales experience; banking experience is a plus.

Qualifications

  • 1 year minimum experience working with clients and achieving sales results.
  • Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • Banking experience in a similar capacity is an asset.

Responsibilities

  • Engage with clients to understand personal and business priorities, advise on solutions, and provide a forward‑looking financial plan.
  • Build relationships through marketing and outreach to grow network and cross‑sell.
  • Help clients manage banking needs using mobile banking applications and technology.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results-Oriented

Job description

CIBC is seeking a Financial Services Representative in Timmins, Ontario. The role is on-site, full-time, with potential to work at multiple banking centres within reasonable travel distance.

You will engage clients, provide tailored financial guidance, and help them achieve their financial goals. Ideal candidates have Mutual Funds License and at least 1 year of client sales experience; banking experience is a plus.

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