Financial Services Representative Bowmanville

Support clients as a Financial Services Representative in Bowmanville, using relationship building and tailored financial guidance on-site full-time. Help personal and business clients pursue meaningful financial goals through informed service.

As part of CIBC’s Personal and Business Banking team, you’ll work in a Banking Centre serving clients and communities. You’ll understand personal and business priorities, recommend appropriate products and solutions, and provide forward-looking financial plans. This temporary, fixed-term position requires flexibility for evenings, weekends, and multiple nearby Banking Centres.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend solutions using cash management, credit, investment, and wealth protection knowledge
• Build networks through marketing and community outreach activities
• Connect clients with appropriate people and opportunities
• Introduce mobile banking applications and support technology use

Requirements:

• Current Mutual Funds License accreditation in good standing
• One year working with clients and achieving sales results
• Client-first, goal-oriented approach with critical thinking skills
• Passion for relationships, learning, and diverse professional networks
• Flexibility for Banking Centre hours and nearby locations

Bring client engagement, financial product knowledge, and trusted relationship building to CIBC’s Bowmanville Banking Centre team.