Senior Relationship Banking Specialist

CIBC; Richmond Hill; On-site; CAD 55,000 - 75,000; Full time

Job summary

CIBC is seeking a Financial Services Representative to join its Personal and Business Banking team in Canada. The role is on-site, full-time, with hours including evenings and weekends and travel to multiple banking centres within a reasonable distance.

You will build relationships, advise clients on cash management, credit, investments, and wealth protection to help them achieve their financial goals. You will need a Mutual Funds License or active accreditation, and at least 1 year of

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) is an asset.
• Legally eligible to work at the listed location and cooperate with an assessment if required.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Engage in marketing and outreach to grow your network and client base.
• Promote mobile banking and digital tools to enhance client experiences.

Skills

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results-oriented

Job description

CIBC is seeking a Financial Services Representative to join its Personal and Business Banking team in Canada. The role is on-site, full-time, with hours including evenings and weekends and travel to multiple banking centres within a reasonable distance.

You will build relationships, advise clients on cash management, credit, investments, and wealth protection to help them achieve their financial goals. You will need a Mutual Funds License or active accreditation, and at least 1 year of