Financial Services Representative
Job Description & How to Apply Below
Become a Financial Services Representative at CIBC in Steveston and engage clients to enhance their financial journeys.
Your role will focus on relationship management and digital banking.
As a key member of the Personal and Business Banking team, you'll work full-time at a dynamic Banking Centre. This position requires flexibility to meet client needs, including evenings and weekends, ensuring that clients receive tailored advice and solutions.
Key Responsibilities:
• Understand client priorities to recommend financial products
• Build and nurture client relationships through outreach
• Introduce clients to innovative banking technologies
• Provide guidance on financial planning strategies
• Achieve sales goals while ensuring top-tier service
Requirements:
• One year of relevant client service and sales experience
• Current Mutual Funds License or equivalent certification
• Familiarity with financial and banking products
• Flexibility to work in multiple banking centres
• Strong commitment to client engagement and detail-oriented service
Drive client success and leverage your financial expertise at CIBC as a Financial Services Representative.
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