Relationship Banking Advisor II

CIBC; Toronto; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Job summary

CIBC in Toronto seeks a Financial Services Representative to build relationships, assess client goals, and advise on cash management, credit and banking products. You are flexible to work evenings and weekends and travel between banking centres within a reasonable distance.

You will work on-site full-time in a fast-paced banking centre, helping clients achieve financial success while using technology to enhance service delivery.

Qualifications

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

Responsibilities

• Client engagement - Meet with clients to understand personal and business priorities and advise on solutions.
• Relationship building - Engage in marketing and outreach to grow network and connect clients to the right people.
• Leveraging technology - Introduce clients to mobile banking applications to manage banking needs.

Skills

Client engagement

Relationship building

Leveraging technology

Education

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

Tools

Mobile banking apps

Job description

CIBC in Toronto seeks a Financial Services Representative to build relationships, assess client goals, and advise on cash management, credit and banking products. You are flexible to work evenings and weekends and travel between banking centres within a reasonable distance.

You will work on-site full-time in a fast-paced banking centre, helping clients achieve financial success while using technology to enhance service delivery.