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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 them for who they are and what they contribute.
Responsibilities
- Foster key relationships with clients.
- Understand clients' financial and personal goals.
- Provide informative and 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 clients 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 and deepen existing relationships.
- Work as one team to ensure clients are connected to the right people and opportunities.
- Become a technology expert.
- Share knowledge by introducing clients to mobile banking applications.
- Help clients better manage their banking needs.
Requirements
- Put clients first.
- Engage with purpose to find the right solutions.
- Go the extra mile.
- Be goal-oriented and motivated by accomplishing goals.
- Deliver your best to make a difference.
- Notice details and use critical thinking skills to inform decision-making.
- Be passionate about people and build trust through respect and authenticity.
- Love to learn and grow 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.
- Bring high standards and genuine care to relationships.
- Be legally eligible to work at the specified location(s).
- Where applicable, must have a valid work or study permit.
Skills
- Client Service
- Customer Experience (CX)
- Digital Literacy
- Financial Products
- Goal Planning
- Group Problem Solving
- Outbound Calls
- Regulatory Requirements
- Results-Oriented
- Cash management
- Credit
- Investment
- Wealth protection
- Mobile banking applications
Location
- 310 Queens Plate Drive
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, 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 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 offers a career, rather than just a paycheck.
- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
- We cultivate a culture where you can express your ambition.
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
- CIBC is committed to clarity in our hiring process.
- We use artificial intelligence tools during the recruitment process.