Client-Focused Financial Services at CIBC

CIBC seeks a Financial Services Representative in Hay River dedicated to client engagement and financial planning excellence. This role is ideal for someone who enjoys building relationships and guiding clients through their financial journeys.

As a key member of the Personal and Business Banking team, your focus will be on understanding client needs and advising them on investment and credit products. This full-time, on-site position allows for engagement at various locations and requires flexibility with scheduling, including possible weekend shifts.

Key Responsibilities:

• Foster key relationships with clients for tailored service

• Evaluate client goals and provide actionable financial plans

• Participate in outreach to strengthen community connections

• Introduce clients to digital banking platforms

• Collaborate with team members for optimal client solutions

Requirements:

• Accredited with a Mutual Funds License

• Minimum 1 year of relevant client service experience

• Previous banking experience is advantageous

• Ability to deliver trustworthy, respectful service

• Strong problem-solving and technology skills

Drive client satisfaction and financial success as part of the CIBC team in Hay River.
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