CIBC Financial Services Representative

Elevate your career with CIBC as a Financial Services Representative in Courtenay-Driftwood Mall. Engage clients with tailored financial solutions and foster meaningful relationships in a full-time on-site role.

Join the Personal and Business Banking team at CIBC, where your focus will be on understanding client goals and guiding them towards financial success. You will leverage your skills in cash management, credit, and investment to create forward-looking financial plans. Expect to participate in outreach activities while introducing clients to innovative mobile banking solutions.

Key Responsibilities:

• Meet with clients to assess their financial priorities

• Advise on wealth management and financial solutions

• Engage in community outreach and marketing efforts

• Deepen client relationships and grow your network

• Introduce mobile banking tools for seamless client support

Requirements:

• Certified professional with current accreditation

• Current Mutual Funds License required

• Minimum one year of client-facing experience

• Background in banking is an asset

• Strong interpersonal and detail-oriented skills

Bring your expertise in client service and financial products to make a real impact at CIBC.
#J-18808-Ljbffr