Relationship Banking Advisor

CIBC

Tampere

On-site

EUR 28,000 - 40,000

Full time

8 days ago
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Benefits offered by this job

Competitive salary
Incentive pay
Banking benefits
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day

Job summary

CIBC in Markham is seeking a Financial Services Representative to build client relationships, deliver tailored financial solutions, and drive client success. You’ll work full-time on-site, with flexibility to cover banking centre hours, including evenings and weekends.

You’ll use cash management, credit, and investment knowledge to guide clients toward their financial goals while expanding your network within the community.

Qualifications

  • You put clients first and engage with purpose to find the right solutions.
  • You are goal oriented and motivated to achieve results.
  • You notice details; your critical thinking informs decisions.
  • You are passionate about people and build trust through authenticity.
  • You love to learn and grow your knowledge continuously.
  • You are a certified professional with Mutual Funds License or equivalent.
  • You have 1 year of experience working with clients and achieving sales results.
  • It’s an asset if you have prior banking experience in a similar capacity.

Responsibilities

  • Meet with clients to understand personal and business priorities and advise on solutions.
  • Provide tailored service and forward-looking financial plans using cash management, credit, investments, and wealth protection.
  • Engage in marketing and outreach to expand networks and connect clients with the right people.

Skills

Client Service
Customer Experience
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results-Oriented

Education

Bachelor's degree (optional)

Job description

CIBC in Markham is seeking a Financial Services Representative to build client relationships, deliver tailored financial solutions, and drive client success. You’ll work full-time on-site, with flexibility to cover banking centre hours, including evenings and weekends.

You’ll use cash management, credit, and investment knowledge to guide clients toward their financial goals while expanding your network within the community.

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