Relationship Banking Specialist

CIBC; Bonne-Espérance; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Pension plan

Job summary

CIBC is seeking a Financial Services Representative to serve clients in a fast-paced Banking Centre, delivering tailored financial guidance and solutions. You will build relationships, understand personal and business goals, and help clients achieve financial success while working on-site full-time, with flexibility to travel between centres.

You’ll leverage cash management, credit, investments and wealth protection knowledge, staying client-focused and providing proactive service.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Certified professional with current accreditation and good standing; eligible to work in Canada.

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 activities to grow network and deepen relationships.
• Introduce clients to mobile banking applications and other technology to improve their banking experience.

Education

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

Job description

CIBC is seeking a Financial Services Representative to serve clients in a fast-paced Banking Centre, delivering tailored financial guidance and solutions. You will build relationships, understand personal and business goals, and help clients achieve financial success while working on-site full-time, with flexibility to travel between centres.

You’ll leverage cash management, credit, investments and wealth protection knowledge, staying client-focused and providing proactive service.