CIBC is a leading Canadian-based global financial institution. Through our three major businesses – Retail and Business Banking, Wealth Management and Wholesale Banking – we provide a full range of financial products and services to 11 million individual, small business, commercial, corporate and institutional clients in Canada and around the world. We invest in our businesses, our clients, our people and our communities to deliver consistent and sustainable earnings to our shareholders. To learn more about CIBC’s Lines of Business, please visit our website at www.cibc.com/careers.
CIBC focuses on what matters to our employees – access to career and development opportunities, safe and healthy workplaces, effective training, and positive work-life balance – so that employees are able to perform at their best, contribute to their communities and focus on cultivating deeper relationships with our clients.
Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all employees can excel.
To learn more about CIBC and the CIBC Group of Companies please visit CIBC.com.
As a Senior Financial Services Representative, Small Business, you will join CIBC’s Retail and Business Banking department to help deliver an exceptional client experience to core clients with personal needs and more complex small business needs.
You're a results-oriented team player who continually exceeds client expectations, you build lasting client relationships and always take the initiative to assess their needs and offer the right financial solutions. Your Small Business knowledge and sales experience along with your ability to identify the right solutions is vital to promote products and services in a highly competitive market.
-Perform activities to deliver an exceptional client experience to Core clients with personal needs and more complex small business needs
-Fulfill small business and personal solutions identified through Financial Health Check conversations
-Proactively call and book appointments with clients to ensure client needs are met
-Mentor employees to develop small business capability
-Make referrals to partners
-Act as Branch Manager during absences
Attributes: Service oriented Thorough Strong interpersonal understanding Initiative Results orientation Teamwork and partnering Impact and influence
What We’re Looking For
-Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
– Designations: Must have Mutual Funds (Investment Funds in Canada) or Canadian Securities Course