Financial Services

Position: Financial Services Role at CIBC
Drive client success with CIBC as a Financial Services Representative in Richmond. This role centers on providing tailored financial services while fostering strong client relationships.

As an integral part of the Personal and Business Banking team, you will meet clients to discuss their goals and offer financial advice based on their needs. Flexibility in working hours, including weekends and evenings, is essential as you may work across various banking centers. Your goal-oriented nature and passion for delivering excellent customer experiences will shine in this position.

Key Responsibilities:

• Advise clients regarding their financial and personal goals

• Develop customized financial plans to meet client needs

• Enhance client experience through mobile banking technology

• Engage in outreach to strengthen community relationships

• Collaborate with the bank team to ensure client connections

Requirements:

• Current Mutual Funds License in good standing

• Minimum of 1 year in client-facing roles with sales results

• Understanding of cash management and financial products

• Proven digital literacy and effective problem-solving skills

• Strong values of teamwork and client accountability

Capitalize on your passion for client service and relationship building at CIBC.
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