Financial Services Representative
Job Description & How to Apply Below
Engage clients as a Financial Services Representative at CIBC in Estevan. Drive client success through relationship building, tailored advice, and financial solutions while working on-site full-time.
In this impactful role with CIBC's Personal and Business Banking team, you will contribute to client financial success. As a Financial Services Representative, you’ll develop key relationships, understand client goals, and offer customized solutions. Flexibility to work across multiple banking centers and varied hours including evenings and weekends is essential to excel.
Key Responsibilities:
• Meet clients to assess financial and business priorities
• Provide tailored financial planning and solutions
• Engage in marketing and outreach activities
• Introduce clients to mobile banking technology
• Build trust through meaningful client interactions
Requirements:
• Current accreditation in Mutual Funds License
• 1 year of client-facing experience with sales results
• Strong critical thinking and problem-solving skills
• Ability to work effectively in a team-oriented culture
• Commitment to valuing diversity and inclusion
Foster relationships and leverage technology to ensure clients thrive financially with CIBC in Estevan.
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