Elevate your career with CIBC as a Financial Services Associate at the Kelowna-Orchard Park Banking Centre. Utilize your skills in client engagement and financial planning to help clients succeed financially.
In this full-time role within the Personal and Business Banking team, you will meet clients to understand their needs and recommend appropriate financial solutions. Relationship building and leveraging technology are key aspects of this position, along with a flexibility to work at different locations and varied hours. Your contribution will help create meaningful experiences for clients.
Key Responsibilities: • Engage clients to assess and advise on financial needs • Build strong,
lasting relationships through networking efforts • Introduce clients to mobile banking solutions and tools • Collaborate with colleagues to connect clients with opportunities • Deliver personalized financial strategies to meet client goals
Requirements: • 1 year of client-focused experience in a sales setting • Mutual Funds License or relevant professional accreditation • Proficiency in digital banking technologies • Excellent communication and analytical skills • Willingness to work evenings and weekends
Make a meaningful difference in clients' lives by joining CIBC and applying your passion for financial services. #J-18808-Ljbffr