Financial Services Representative Toronto

Deliver tailored financial guidance at CIBC’s Toronto Banking Centre, using client relations and investment knowledge in an on-site setting.

As a Financial Services Representative II, you’ll serve Personal and Business Banking clients at Toronto-Bloor & Runnymede. Build relationships, understand personal and business goals, and recommend suitable products and solutions. Your work includes cash management, credit, investments, wealth protection, and mobile banking support.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Advise clients on financial solutions and forward-looking plans
• Recommend products supporting clients’ financial goals
• Develop relationships through marketing and outreach activities
• Introduce mobile banking applications to clients

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
• Critical thinking and attention to detail
• Flexibility for evenings, weekends, and multiple banking centres

Use financial services, client engagement, and investment planning expertise to support CIBC clients at Toronto-Bloor & Runnymede.