Client-Focused Financial Services
Job in
Montague, PEI, C0A, Canada
Listed on 2026-06-19
Listing for:
CIBC
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service, Financial Advisor
Job Description & How to Apply Below
Transform client experiences as a Financial Services Representative with CIBC. Build genuine relationships and provide valuable financial insights in a dynamic Banking Centre.
Within the Personal and Business Banking team, your mission will be to engage clients effectively and understand their personal and business financial priorities. By providing tailored advice and solutions, you will help clients navigate their financial paths successfully. The role demands flexibility to work at various centers and accommodate peak hours.
Key Responsibilities:
• Meet with clients to comprehend their financial needs
• Advise clients with forward-looking financial plans
• Utilize technology for better client interaction
• Foster relationships through community outreach
• Work closely with team to deliver cohesive service
Requirements:
• At least 1 year of client relationship experience
• Valid Mutual Funds License
• Proven knowledge of financial services
• Detail-oriented with a proactive mindset
• Strong commitment to customer satisfaction
Bring your passion for people and finance to CIBC, and help shape client success.
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