Universal Banker I

CIBC

Mississauga, ON, CA
Competitive salary; incentive pyy available; benef...
1 year experience working with clients
Achieving sales results
Current mutual funds license accreditation
The role involves proactively engaging with clients to understand their priorities and recommend tailored financial solutions

Job Summary

  • The role involves proactively engaging with clients to understand their priorities and recommend tailored financial solutions.
  • Employees are expected to leverage CIBC's mobile and online banking tools to help clients manage their financial needs effectively.
  • CIBC offers a competitive salary, incentive pay, a defined benefit pension plan, and a paid day off dedicated to personal growth.

Matching Summary

The role involves proactively engaging with clients to understand their priorities and recommend tailored financial solutions.

Salary

Competitive salary; Incentive pay available; Benefits program and pension plan included

Skills & Requirements

Must-have

  • 1 year experience working with clients
  • Achieving sales results
  • Current Mutual Funds License accreditation
  • On-site full-time work requirement
  • Flexible availability for evenings and weekends

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for people and relationships
  • Strong critical thinking skills
  • Curiosity and love to learn
  • Diverse network of partners

Key Requirements

  • 1 year client-facing experience
  • Sales achievement track record
  • Canadian Securities Course or Investment Funds In Canada license
  • Legal eligibility to work in Canada
  • Good standing with licensing body

Work Rights

Must be legally eligible to work in Canada

Tailored Resume

Cover Letter