Financial Services Expert at CIBC

Deliver exceptional banking experiences as a Financial Services Expert with CIBC in Calgary, AB. You'll drive client success by providing personalized financial insights and services in a supportive environment.

Be a key part of CIBC’s Personal and Business Banking team, where your efforts will directly help clients achieve their financial goals. The position requires flexibility to work across multiple banking centers and hours, including evenings and weekends. Emphasizing client engagement and outreach, you'll utilize your experience in cash management and investments to provide valuable advice.

Key Responsibilities:

• Understand clients' individual and business financial needs

• Recommend and implement tailored financial strategies

• Conduct outreach to enhance client connections

• Introduce clients to digital banking tools

• Collaborate seamlessly with team members

Requirements:

• 1 year of relevant client engagement experience

• Valid Mutual Funds License required

• Strong knowledge of financial platforms

• Attention to detail and goal-oriented mindset

• Commitment to client-focused service

Become a trusted financial advisor and make a difference in clients' lives at CIBC.
#J-18808-Ljbffr