Relationship Banking Specialist – Financial Services

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

Benefits offered by this job

Competitive compensation

Incentive pay

Benefits program

Job summary

CIBC in Windsor is seeking a Financial Services Representative to join the Personal and Business Banking team. You’ll meet clients, understand their goals, and tailor financial plans while guiding them to the right products and digital tools.

The role involves on-site work with flexibility for evenings/weekends to support client needs. You’ll build trust through proactive service, relationship development, and collaborative teamwork to deliver a best-in-class client experience across banking

Qualifications

• 1 year of client-facing experience and sales outcomes.
• Current Mutual Funds License or Canadian Securities Course.
• Strong communication and relationship-building skills.
• Ability to work flexible hours and travel between centers.

Responsibilities

• Meet clients to understand goals and recommend solutions.
• Build relationships through marketing and outreach.
• Introduce clients to mobile banking apps and digital tools.

Skills

Banking

Client Relations

Communication

Customer Experience

Financial Services

Investments

Mutual Funds

Education

Mutual Funds License

Job description

CIBC in Windsor is seeking a Financial Services Representative to join the Personal and Business Banking team. You’ll meet clients, understand their goals, and tailor financial plans while guiding them to the right products and digital tools.

The role involves on-site work with flexibility for evenings/weekends to support client needs. You’ll build trust through proactive service, relationship development, and collaborative teamwork to deliver a best-in-class client experience across banking