Financial Services Representative

Position: CIBC Financial Services Representative
Make a difference in clients' lives as a Financial Services Representative at CIBC in Bedford. Foster relationships, provide tailored financial advice, and use your expertise in financial products.

Join CIBC’s Personal and Business Banking team as a Financial Services Representative. You will engage clients through effective communication, understanding their financial goals to recommend suitable products and services. Flexibility is essential as you may work at multiple banking centers, including evenings and weekends.

Key Responsibilities:

• Meet with clients to understand financial priorities

• Advise on cash management and investment solutions

• Engage in outreach to enhance client relationships

• Leverage technology to improve banking experiences

• Work collaboratively to ensure client needs are met

Requirements:

• 1 year experience in client engagement and sales

• Current accreditation in Mutual Funds License

• Strong digital literacy and problem-solving skills

• Goal-oriented with a keen attention to detail

• Passionate about community and customer service

Bring your expertise in financial products and commitment to service excellence to CIBC in Bedford.
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