Relationship Banking Specialist II

CIBC US; Toronto; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking a Financial Services Representative II in Toronto, ON. You will engage with clients to understand their financial goals, advise on solutions, and help plan their financial future.

The role requires on-site work at multiple centers within travel distance and may include evenings/weekends. You will be part of the Personal and Business Banking team, bring a client-first mindset, and leverage digital tools to drive outcomes.

Qualifications

• Requires current Mutual Funds License or equivalent accreditation.
• At least 1 year of experience working with clients and achieving sales results.
• Asset if prior banking experience in a similar role.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships and expand your network to connect clients with the right team and opportunities.
• Leverage technology and mobile banking apps to enhance the client experience.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

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

Job description

CIBC is seeking a Financial Services Representative II in Toronto, ON. You will engage with clients to understand their financial goals, advise on solutions, and help plan their financial future.

The role requires on-site work at multiple centers within travel distance and may include evenings/weekends. You will be part of the Personal and Business Banking team, bring a client-first mindset, and leverage digital tools to drive outcomes.