Position Details
Join CIBC as a Financial Services Representative in Markham, ON, specializing in Cantonese and Mandarin communication. Empower clients with tailored financial solutions in a full-time capacity.
In this role, you will be part of the Personal and Business Banking team where you can make a real impact on client lives. You’ll work directly with clients, using your financial knowledge to advise them on banking solutions while building long-lasting relationships. Flexibility is required as you may work at various banking centers to enhance client experiences.
Key Responsibilities:
• Identify client needs through personalized meetings
• Develop forward-looking financial plans for clients
• Participate in outreach to foster community connections
• Educate clients on digital banking tools
• Ensure high levels of customer engagement and satisfaction
Requirements:
• 1 year client-facing experience with proven sales results
• Valid Mutual Funds License or similar cred...