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 in office 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 hours, 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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