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About the Role

We are building a relationship-oriented bank for the modern world, seeking talented and passionate professionals dedicated to doing what's right for our clients. At CIBC, we empower our team members to make a meaningful impact and value their contributions.

Responsibilities

Foster key relationships with clients, understand their financial and personal goals, and provide tailored service.
Recommend the right products and solutions to help clients achieve financial success.
Meet with clients to understand their personal and business priorities, advise on solutions, and provide a forward-looking financial plan.
Use 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 connect clients to the right people and opportunities.
Become a technology expert and introduce clients to mobile banking applications to help them manage their banking needs.

Requirements

Put clients first, engage with purpose, and go the extra mile.
Be goal-oriented and motivated by accomplishing goals and delivering your best.
Pay attention to details and use critical thinking skills to inform decision-making.
Be passionate about people, build trust through respect and authenticity.
Be passionate about growing your knowledge.
Have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
Demonstrate 1 year of experience in working with clients and achieving sales results.
Be legally eligible to work at the specified location(s) and have a valid work or study permit.
Be prepared to complete an attribute-based assessment and other skills tests.
Be comfortable with the use of artificial intelligence tools during the recruitment process.

Skills

Client Service
Customer Experience (CX)
Digital Literacy
Financial Products
Goal Planning
Group Problem Solving
Outbound Calls
Regulatory Requirements
Results-Oriented

Location

Toronto-Jane and Finch

Work Type

On-site full-time
Regular

Experience Level

1 year experience in working with clients and achieving sales results
Prior banking experience in a similar capacity is an asset

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 recognition program
Purpose Day (paid day off for growth and development)

About the Company

CIBC is building a relationship-oriented bank for the modern world.
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.
CIBC seeks individuals who value innovation, collaboration and client service.
This posting is for a role we regularly recruit for to support our talent pipeline.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
CIBC is committed to clarity in our hiring process.

Equal Opportunity

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.