Explore an exciting Financial Services Representative role with CIBC in Castlegar. Utilize your skills in customer service to create impactful financial solutions for clients.
In this full time, temporary role, you will engage with clients to understand their personal and business needs. With a solid emphasis on relationship building and client-oriented solutions, you will advise clients on financial products and planning. Additionally, you will use technology to help clients access their accounts and banking resources. Flexibility to work across multiple branches is necessary.
Key Responsibilities:
• Meet clients to determine their financial ambitions
• Advise on investment and financial management options
• Foster community connections through marketing initiatives




• Guide clients in utilizing online banking features
• Work as a team to ensure comprehensive client support
Requirements:
• 1 year relevant experience preferred in finance
• Must have valid Mutual Funds License
• Attention to detail and critical decision-making skills
• Willingness to engage and connect with diverse clients
• Ability to work evenings and weekends as needed
Bring your passion for financial solutions to CIBC in Castlegar and help clients navigate their financial journeys.
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📌 Cibc Castlegar Financial Services Role (Canada)
🏢 CIBC
📍 Canada