Transform client relationships at CIBC as a Financial Services Representative in Richmond. Focus on personalized service and financial guidance to drive client success.
Working full-time as part of the Personal and Business Banking team, you'll be an integral part of our on-site Banking Centre. You'll engage with clients to assess their financial goals and offer tailored product recommendations that make a real difference. Your ability to work flexible schedule, including evenings and weekends, will enable you to meet diverse client needs across banking centres.
Key Responsibilities:
• Meet clients to identify and understand financial priorities
• Recommend financial products and services effectively
• Participate in marketing to deepen client relationships
• Guide clients in utilizing digital banking tools
• Deliver exceptional service that builds trust
Requirements:
• Certified with a current Mutual Funds License
• Minimum of 1 year in a client-facing role
• Familiarity with financial products and services
• Excellent critical thinking and relationship-building skills
• Committed to ongoing learning and personal growth
Bring your skills in client service and strategic planning to empower CIBC's clients.
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📌 Financial Services Representative at CIBC (British Columbia)
🏢 CIBC
📍 British Columbia
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