15 Aug
|
CIBC
|
British Columbia
15 Aug
CIBC
British Columbia
Join CIBC as a Financial Services Representative in Richmond and make a meaningful impact on clients' financial journeys. Utilize your skills in client service and goal planning to provide tailored solutions.
As a vital member of the Personal and Business Banking team, you will work on-site and full-time within a dynamic Banking Centre. Your primary focus will be engaging with clients, understanding their needs, and helping them navigate their financial goals. This role requires flexibility to work various hours, including evenings and weekends, at multiple banking centres to ensure exceptional service.
Key Responsibilities:
• Engage clients to assess their financial priorities
• Advise on cash management and investment solutions
• Build relationships through outreach and marketing activities
• Share technology insights for better banking management
• Provide personalized service to foster trust
Requirements:
• Current Mutual Funds License in valuable standing
• At least 1 year experience achieving sales results
• Strong understanding of financial products
• Effective critical thinking and communication skills
• Willingness to learn and adapt to client needs
Leverage your client engagement and financial expertise to help CIBC clients achieve success.
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📌 Client-Focused Financial Services Representative (British Columbia)
🏢 CIBC
📍 British Columbia