Universal Banker: Build Lasting Client Relationships

CIBC; Mississauga; On-site; CAD 42,000 - 59,000; Full time

Job summary

CIBC is hiring a Financial Services Representative Universal Banker in a on-site role supporting Personal and Business Banking in Mississauga. You will engage with clients, advise on financial solutions, and leverage digital banking tools to enhance their financial wellbeing.

The role requires strong client service, sales mindset, and willingness to work evenings or weekends across multiple banking centres within travel distance, with a 37.5-hour weekly schedule typical.

Qualifications

• 1 year of experience working with clients and achieving sales results (asset if banking experience).
• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
• Flexible to work banking centre hours including evenings and weekends; able to travel between centres within reasonable distance.

Responsibilities

• Meet with clients to understand personal and business priorities; advise on solutions and financial plans.
• Engage in marketing and outreach to grow network and relationships.
• Introduce clients to mobile banking apps and online options to support banking needs.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Canadian Securities Course

Investment Funds In Canada

Job description

CIBC is hiring a Financial Services Representative Universal Banker in a on-site role supporting Personal and Business Banking in Mississauga. You will engage with clients, advise on financial solutions, and leverage digital banking tools to enhance their financial wellbeing.

The role requires strong client service, sales mindset, and willingness to work evenings or weekends across multiple banking centres within travel distance, with a 37.5-hour weekly schedule typical.