Relationship Banking Specialist

CIBC; Mississauga; On-site; CAD 45,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in Mississauga is seeking a Financial Services Representative to serve clients in a fast-paced Banking Centre. You will engage with clients, understand their financial goals, and tailor solutions using cash management, credit, investments, and wealth protection products.

This role requires flexibility to work evenings and weekends and travel to multiple nearby banking centres. You should be client-focused, goal-driven, and detail-oriented, with a current Mutual Funds License and at least

Qualifications

• Mandatory Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• 1 year of experience working with clients and achieving sales results.
• Banking experience is an asset for the role.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Provide tailored financial plans and recommend products to help clients achieve goals.
• Build and nurture relationships through marketing and outreach within the community.

Skills

Client engagement

Relationship building

Technology adoption

Attention to detail

Education

Mutual Funds License

Job description

CIBC in Mississauga is seeking a Financial Services Representative to serve clients in a fast-paced Banking Centre. You will engage with clients, understand their financial goals, and tailor solutions using cash management, credit, investments, and wealth protection products.

This role requires flexibility to work evenings and weekends and travel to multiple nearby banking centres. You should be client-focused, goal-driven, and detail-oriented, with a current Mutual Funds License and at least