CIBC
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Fintech • Payments • Financial Services
Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, community involvement, and needs-based financial solutions. Deliver exceptional client service, meet performance targets, and work on-site across multiple banking centres, including evenings and weekends as needed.
Fintech • Payments • Financial Services
Develops mortgage business by engaging clients, providing personalized mortgage advice and financial solutions, generating leads, building realtor and community networks, and converting opportunities into CIBC clients. The role is mobile and relationship-focused, requiring bilingual French and English communication, strong networking, client service, mortgage lending knowledge, and business development skills.
Fintech • Payments • Financial Services
Provides personalized financial advice to personal and small business clients, manages mortgage client portfolios, and identifies investment, credit, and banking opportunities. Builds relationships through outreach, networking, referrals, and community events while introducing clients to digital banking tools. Requires flexible availability for evenings, weekends, and multiple banking centres, with full-time onsite work.