Financial Services Representative

Position: CIBC Financial Services Representative
Elevate client experiences at CIBC as a Financial Services Representative in Calgary. Cultivate relationships and recommend personalized financial solutions to empower clients in their financial journeys.

Join CIBC's Personal and Business Banking team, where you will impact clients' lives while working full-time on-site.

Your role involves understanding client priorities, providing tailored advice, and leveraging technology to enhance their banking experience. Flexibility is key; you might be required to work at various banking centers within your area.

Key Responsibilities:

• Engage clients to understand personal and business financial priorities

• Recommend tailored solutions and proactive financial planning

• Build and maintain strong relationships through outreach

• Introduce clients to digital banking tools and applications

• Collaborate with team members to optimize client interactions

Requirements:

• One year of experience in client-facing roles

• Mutual Funds License or equivalent certification

• Strong sales results and customer service focus

• Detail-oriented with excellent critical thinking skills

• Passion for learning and adapting in a dynamic environment

Make a difference in clients' financial success while thriving as part of CIBC’s dedicated team in Calgary.
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