Financial Services Representative
Job Description & How to Apply Below
Elevate client relationships as a Financial Services Representative with CIBC in Coquitlam Town Centre. Engage clients with tailored financial solutions and foster trust in their financial journeys.
Join CIBC's Personal and Business Banking team as a full-time Financial Services Representative. This role focuses on understanding client goals to recommend suitable products. You'll utilize your skills in client engagement, digital literacy, and goal planning while collaborating to enhance the overall client experience.
Key Responsibilities:
• Meet clients to understand personal and business priorities
• Advise on financial solutions tailored to client goals
• Engage in outreach activities to strengthen client relationships
• Share expertise in mobile banking applications
• Contribute to team success through collaboration
Requirements:
• 1 year of client-facing experience with sales results
• Current Mutual Funds License or equivalent
• Strong focus on client service and relationship building
• Ability to adapt to various banking centre locations
• Goal-oriented and detail-oriented mindset
Leverage your financial knowledge and client engagement skills to make a meaningful impact at CIBC.
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