Financial Services Representative

CIBC US

Financial Services Representative at CIBC meeting client needs and providing tailored financial solutions. Engaging in outreach and leveraging technology in a banking centre environment.

Posted 5/31/2026full-timeMississauga • 🇨🇦 CanadaJuniorWebsite

About the role

Key responsibilities & impact

Meet with clients to understand personal and business priorities and provide tailored financial services
Engage in marketing and outreach activities to show clients value and build relationships
Leverage technology and introduce clients to mobile banking applications

Requirements

What you’ll need

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)
Ability to work flexible hours including evenings and weekends
Must be able to travel to multiple banking centres within a reasonable distance

Benefits

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

salesfinancial servicesmobile banking applications

Soft Skills

client relationship managementmarketingoutreachflexibilitycommunication

Certifications

Mutual Funds LicenseCanadian Securities CourseInvestment Funds In Canada