CIBC Financial Services Representative

Empower clients at CIBC as a Financial Services Representative in Truro. Build relationships, provide tailored financial solutions, and utilize technology to enhance client engagement every day.

Join CIBC's Personal and Business Banking team as a full-time Financial Services Representative. You will engage with clients to understand their financial goals, recommend appropriate products, and make a tangible difference in their lives. Your expertise in cash management, credit, and investment will be vital to help them succeed financially.

Key Responsibilities:

• Meet clients to discuss personal and business priorities

• Advise on financial solutions and forward-looking plans

• Engage in outreach activities to deepen client relationships

• Introduce clients to mobile banking applications

• Collaborate with the team to connect clients with opportunities

Requirements:

• Certified professional with current accreditation

• Mutual Funds License required

• Minimum 1 year experience with client sales

• Previous banking experience is an asset

• Strong relationship-building capabilities

Bring your passion for client service and goal-oriented mindset to CIBC.
#J-18808-Ljbffr