Relationship Banking Advisor II

Canadian Imperial Bank of Commerce; Windsor; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Incentive pay

Banking benefits

Pension plan

Employee share plan

Vacation allowance

Wellbeing support

MomentMakers

Job summary

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Services Representative to deliver tailored financial guidance in a fast-paced banking centre environment. You will engage clients, understand their goals, and recommend appropriate cash management, credit, and wealth protection solutions to help them achieve financial success.

You will be flexible to work banking centre hours, including evenings and weekends, and may travel to multiple centres within a reasonable distance.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current accreditation with Mutual Funds License and good standing.
• Accredited financial planning knowledge and ability to discuss cash management, credit, and investments.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships and expand network within communities and banking centres.
• Use technology and mobile apps to enhance client service and banking needs.

Skills

Client engagement

Relationship building

Sales driven

Communication skills

Technology literacy

Financial knowledge

Adaptability

Team collaboration

Education

Mutual Funds License

Canadian Securities Course

Tools

CRM software

Job description

Canadian Imperial Bank of Commerce (CIBC) is seeking a Financial Services Representative to deliver tailored financial guidance in a fast-paced banking centre environment. You will engage clients, understand their goals, and recommend appropriate cash management, credit, and wealth protection solutions to help them achieve financial success.

You will be flexible to work banking centre hours, including evenings and weekends, and may travel to multiple centres within a reasonable distance.