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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.
Job Requirements
- To provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools
- Will be required to plan business activities to meet weekly sales, service and referral targets for personal and small business clients
- Will be responsible for proactively initiating phone calls to book appointments with clients to discuss their needs and to offer financial solutions
- Accountable for accurately capturing and validating clients personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
This role requires a Mutual Funds License in good standing (Canadian Securities Course or Investment Funds In Canada)
(For full job description visit www.cibc.com/careers posting 15017234)