Relationship Banking Specialist

CIBC; Brockville; On-site; CAD 30,000 - 60,000; Full time

Job summary

A prominent Canadian bank in Ontario is seeking a Financial Services Representative to provide personalized banking solutions. The role requires excellent client engagement and relationship-building skills. Candidates should possess a Mutual Funds License and demonstrate at least one year of relevant experience. The position requires flexibility to work at multiple locations as needed. This opportunity offers competitive pay and a rewarding work environment that values ambition and personal growth.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Qualifications

• You have current accreditation for providing financial services.
• Demonstrated experience working with clients and achieving sales results.

Responsibilities

• Foster key relationships with clients to understand their financial goals.
• Engage in marketing and outreach activities to build relationships.
• Introduce clients to mobile banking applications.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results‑Oriented

Education

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

Job description

A prominent Canadian bank in Ontario is seeking a Financial Services Representative to provide personalized banking solutions. The role requires excellent client engagement and relationship-building skills. Candidates should possess a Mutual Funds License and demonstrate at least one year of relevant experience. The position requires flexibility to work at multiple locations as needed. This opportunity offers competitive pay and a rewarding work environment that values ambition and personal growth.