Financial Services Representative

Position: CIBC Financial Services Representative
Transform client relationships at CIBC as a Financial Services Representative Universal Banker in Halifax. Engage clients and provide tailored financial solutions through superior banking services.

Join the Personal and Business Banking team where you’ll enhance client experiences and promote CIBC’s diverse banking products. Success in this role involves proactive client engagement, cultivating relationships, and leveraging technology for seamless banking experiences. Full-time, on-site flexibility is essential, including potential evening and weekend shifts at various banking centres.

Key Responsibilities:

• Engage clients to understand their financial priorities

• Collaborate on relationship building and outreach efforts

• Leverage technology to enhance client banking experiences

• Recommend tailored financial products and solutions

• Assist clients in navigating mobile and online banking tools

Requirements:

• 1 year of client-facing experience with sales results

• Good standing Mutual Funds License or similar accreditation

• Strong digital literacy and technology skills

• Excellent customer service and problem-solving abilities

• Ability to work flexible hours at multiple locations

Become part of CIBC's mission to create meaningful client connections and drive financial success.