Help CIBC clients pursue financial goals through client engagement, cash management, credit, investments, and wealth protection. Work onsite full-time.
As a Financial Services Representative II, you will serve Personal and Business Banking clients at the Woodbridge-Langstaff Banking Centre. Foster trusted relationships, understand priorities, deliver informative service, and recommend tailored solutions. Your work includes marketing outreach, network development, and connecting clients with the right opportunities and partners.
Key Responsibilities:

Advise clients on financial solutions and goal planning
Use cash management, credit, investment, and wealth protection knowledge
Deepen existing relationships and grow your professional network
Participate in client marketing and outreach activities
Work collaboratively to connect clients with opportunities
Requirements:

Mutual Funds License accreditation and current good standing
At least one year working with clients and sales results
Strong attention to detail and critical thinking skills
Passion for relationships, learning, and client-first service
Flexibility for banking centre hours and locations
Bring financial planning, relationship management, and client-first service to CIBC’s Personal and Business Banking team.

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Personal Banking Financial Advisor