Universal Banker I
On-siteOakville, Ontario, Canada
Job Summary
Proactively engage with clients to understand their personal and business priorities, advise on solutions, and provide forward-looking financial plans. Leverage CIBC's mobile and online banking options to recommend products that support financial success. Become a technology expert by introducing clients to mobile applications and helping them manage banking needs. Grow your network through marketing and outreach activities to deepen existing relationships and connect clients to appropriate opportunities. Work in a fast-paced Banking Centre, potentially including evenings and weekends, while traveling between multiple centres within a reasonable distance.
Required Qualifications
- 1 year experience in working with clients and achieving sales results
- current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- legally eligible to work at the location(s) specified above
- valid work or study permit
Desired Qualifications
- prior banking experience in a similar capacity
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