Financial Services Representative
On-site · Woodstock, Ontario, Canada
Job Summary
Financial Services Representative at a CIBC Banking Centre. Build relationships with clients, understand personal and business financial goals, advise on cash management, credit, investments, and wealth protection, and recommend products and solutions. On-site full-time with flexible banking centre hours and potential travel within a reasonable distance to work at multiple centres. Emphasizes client engagement, relationship building, and leveraging technology (including mobile banking) to serve clients and grow the bank’s community presence.
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients and achieving sales results
- Legally eligible to work at the location(s) specified
- Ability to obtain any applicable accommodations if needed
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