Relationship Banking Specialist - Financial Services

CIBC; Northwestern Ontario; On-site; CAD 42,000 - 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

Job summary

CIBC in Thunder Bay is seeking a Financial Services Representative to join the Personal and Business Banking team. In this fast-paced banking centre, you will engage with clients, understand their goals, and provide tailored financial planning while delivering a superior client experience.

You’ll meet with clients, advise on cash management, credit, investments, and wealth protection, and promote the right products.

Qualifications

• Minimum 1 year of experience working with clients and achieving sales results.
• Certified professional with Mutual Funds License or CSC.
• Asset if prior banking experience.

Responsibilities

• Engage with clients to understand personal and business priorities and advise on solutions.
• Promote cash management, credit, investments, and wealth protection products.
• Build relationships and connect clients to the right banking specialists; travel to nearby centres as needed.

Skills

Client engagement

Relationship building

Leveraging technology

Education

Mutual Funds License (Canadian Securities Course)

Job description

CIBC in Thunder Bay is seeking a Financial Services Representative to join the Personal and Business Banking team. In this fast-paced banking centre, you will engage with clients, understand their goals, and provide tailored financial planning while delivering a superior client experience.

You’ll meet with clients, advise on cash management, credit, investments, and wealth protection, and promote the right products.