Financial Services Representative Port Perry

Apply client engagement and financial product knowledge as a Financial Services Representative at CIBC’s Port Perry Banking Centre. Work on-site full-time with clients.

As a Financial Services Representative II, you will support Personal and Business Banking clients. Build relationships, understand personal and business priorities, and recommend tailored solutions. Use knowledge of cash management, credit, investments, and wealth protection to support financial goals.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend solutions and provide forward-looking financial plans
• Build relationships through marketing and outreach activities
• Connect clients with appropriate people and opportunities
• Introduce mobile banking applications and digital tools

Requirements:

• Current Mutual Funds License accreditation in good standing
• Canadian Securities Course or Investment Funds In Canada
• One year working with clients and achieving sales results
• Strong critical thinking and goal-oriented decision-making skills
• Flexibility for banking centre evenings, weekends, and travel

Bring client service, financial products, relationship building, and digital literacy to CIBC’s Port Perry Banking Centre.