Join CIBC in Okotoks as a Client-Focused Financial Services Representative, where your expertise will create significant client relationships. This role emphasizes goal-oriented solutions and exceptional client service alongside a commitment to financial literacy.
Working within the Personal and Business Banking team, you will build connections with clients while advising them on the best financial strategies. Your skills in problem-solving and technology will help clients manage their finances effectively. This full time position requires in office presence and may involve travel to various bank locations.
Key Responsibilities:
• Engage with clients to tailor financial advice
• Provide investment guidance and forward-looking financial plans
• Participate in outreach to strengthen community ties
• Share knowledge on mobile banking capabilities
• Adapt to various banking centre locations as required
Requirements:
• Current Mutual Funds License mandatory
• 1 year of experience in client-focused sales
• Detail-oriented with robust analytical abilities
• Proven record in financial services
• Real commitment to CIBC's core values
Drive client satisfaction and financial success as part of CIBC's dedicated team.
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