Job specializations:
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Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Apply Mutual Funds License expertise at CIBC while advising clients on credit, investments, and wealth protection. Work full-time on-site in Edmonton.
This Financial Services Representative role supports Personal and Business Banking clients through tailored service and forward-looking financial plans. You will build trust, pursue sales results, and connect clients with solutions matching their goals. The temporary position offers 37.5 weekly hours at the S.Edmonton Banking Centre through April 30, 2027.
Key Responsibilities:- Understand clients’ financial and personal goals
- Provide tailored advice and forward-looking financial plans
- Use cash management, credit, investment, and wealth knowledge
- Deepen relationships and grow a community-focused network
- Connect clients with appropriate people and opportunities
- Mutual Funds License through Canadian Securities Course
- Investment Funds In Canada accreditation is accepted
- One year of client and sales-results experience
- Strong details, critical thinking, and decision-making skills
- Prior similar banking experience is an asset
Use certified financial services expertise and purposeful relationship building to support CIBC clients’ personal and business priorities.
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