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About the Role
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
Responsibilities
- Foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
- Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
- Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
- Engage in marketing and outreach activities to show clients you value them and their communities.
- Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
- Become a technology expert.
- Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Requirements
- You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- You can demonstrate 1 year experience in working with clients and achieving sales results.
- It’s an asset if you have prior banking experience in a similar capacity.
- You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
- We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
Skills
- Banking
- Customer Engagement
- Digital Literacy
- Face to Face Customer Service
- Financial Services
- Outbound Calls
- Proactive Behavior
- Cash management
- Credit
- Investment
- Wealth protection
- Mobile banking applications
Location
- Toronto
Work Type
- Regular
- Full-time
Experience Level
- 1 year experience in working with clients and achieving sales results
Education Level
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
Benefits
- 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
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
About the Company
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- CIBC is committed to clarity in our hiring process.
- All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
- We use artificial intelligence tools during the recruitment process.
Equal Opportunity
- CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
- We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
- If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com