CIBC Financial Services Representative

Build client relationships at CIBC as a Financial Services Representative in Toronto, providing tailored financial guidance and digital banking support on-site full-time.

As part of Personal and Business Banking, you’ll support clients at the Toronto-Finch & Warden Banking Centre. You’ll understand personal and business goals, recommend financial products, and connect clients with suitable solutions. The work includes relationship building, outreach, and mobile banking education.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Provide tailored advice and forward-looking financial plans
• Recommend cash management, credit, investment, and wealth protection solutions
• Grow networks through marketing and community outreach activities
• Introduce clients to CIBC mobile banking applications

Requirements:

• Current Mutual Funds License accreditation in good standing
• Canadian Securities Course or Investment Funds In Canada
• One year of client and sales results experience
• Goal-oriented, detail-focused, and critical-thinking approach
• Flexibility for banking centre evenings, weekends, and travel

Use client service, financial products, and digital literacy to help Toronto clients pursue meaningful financial goals with CIBC.