Financial Services Representative

CIBC US

Financial Services Representative at CIBC building client relationships and recommending financial products. Engaging in outreach while providing tailored service for personal and business banking.

Posted 5/27/2026full-timeWalkerton • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Foster key relationships with clients to understand financial and personal goals
Provide tailored service and recommend financial products
Engage in marketing and outreach activities
Introduce clients to mobile banking applications for better management of their needs

Requirements

What you’ll need

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
1 year experience in working with clients and achieving sales results
Prior banking experience in a similar capacity is an asset
Excellent critical thinking skills
Ability to engage with clients
Goal-oriented and motivated

Benefits

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Benefits program*
Defined benefit pension plan*
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Paid day off dedicated for growth and development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Mutual Funds LicenseCanadian Securities CourseInvestment Funds In Canada

Soft Skills

critical thinkingclient engagementgoal-orientedmotivated