Universal Banker at CIBC | CA | Rezi

Universal Banker at CIBC

Universal Banker

CIBC · CA

2 days ago

Universal Banker

CIBC · CA

3 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Universal Banker role.

Rezi rewrites your resume against CIBC's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Universal Banker posting at CIBC — free, in seconds.

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 them for who they are and what they contribute.

Responsibilities

  • Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
  • Use knowledge of technology, 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 and introduce clients to mobile banking applications, helping them manage their banking needs.

Requirements

  • 1 year of 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).
  • Must be legally eligible to work at the specified location(s) and have a valid work or study permit where applicable.
  • May be asked to complete an attribute-based assessment and other skills tests.

Skills

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

Location

  • Toronto-Victoria Park&Lawrence

Work Type

  • On-site full-time
  • Regular

Experience Level

  • 1 year experience

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.
  • To learn more about CIBC, please visit CIBC.com

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.