Elevate your career as a Financial Services Representative at CIBC in Golden. Connect with clients to tailor financial solutions and foster impactful relationships every day.
As a vital member of CIBC’s Personal and Business Banking team, you will engage with clients in our bustling Banking Centre. Your primary focus will be understanding their unique financial aspirations while providing tailored product recommendations. This full time position requires flexibility in working hours and a dedication to delivering outstanding client experiences at various locations.
Key Responsibilities:
• Engage clients to understand personal and business priorities
• Advise on financial solutions and forward-looking plans




• Build relationships through marketing and outreach activities
• Leverage technology to assist clients with mobile banking
• Offer informative and tailored financial advice
Requirements:
• Minimum 1 year of client-facing experience
• Current Mutual Funds License a plus
• Solid knowledge of cash management and investment
• Effective communication and relationship-building skills
• Detail-oriented with critical thinking abilities
Bring your passion for client success and financial expertise to CIBC in Golden.
J-18808-Ljbffr

📌 Financial Services Representative At Cibc Golden
🏢 CIBC
📍 Golden