Personal Banking Advisor: Client-Centric Solutions

CIBC; United States; On-site; CAD 42,000 - 55,000; Full time

Job summary

CIBC is seeking a Financial Services Representative to build client relationships, assess personal and business goals, and tailor banking solutions. You’ll work in a fast-paced environment with flexible hours, and may travel to multiple centres within a reasonable distance to deliver great client experiences.

You’ll engage clients, expand your network, and leverage digital tools to support financial success while maintaining compliance with regulatory requirements.

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) required.
• You are a certified professional with current accreditation and good standing.

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide financial plans.
• Foster key relationships with clients and expand networks within communities.
• Promote mobile banking apps and digital tools to improve client experience.

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 or Investment Funds In Canada)

Job description

CIBC is seeking a Financial Services Representative to build client relationships, assess personal and business goals, and tailor banking solutions. You’ll work in a fast-paced environment with flexible hours, and may travel to multiple centres within a reasonable distance to deliver great client experiences.

You’ll engage clients, expand your network, and leverage digital tools to support financial success while maintaining compliance with regulatory requirements.