Client-Focused Financial Services Expert (Winnipeg)

Client-Focused Financial Services Expert (Winnipeg)

27 Aug
|
CIBC
|
Winnipeg

27 Aug

CIBC

Winnipeg

Join CIBC as a Financial Services Representative dedicated to client success in Val-des-Sources. This full-time position focuses on nurturing relationships and providing customized financial solutions.

Working with our Personal and Business Banking team, you will play a vital role in understanding clients’ needs and offering tailored financial advice. Your ability to leverage technology and provide a forward-thinking financial plan will directly contribute to client satisfaction and success.

Key Responsibilities: • Consult with clients about their financial goals • Lead initiatives for client engagement and relationship building • Demonstrate technology solutions for enhanced banking • Collaborate with team members to maximize client connections • Advance knowledge in financial products and services

Requirements: • Active Mutual Funds License required • Minimum one year experience with client relations • Robust goal-setting and achieving mindset • Ability to work flexible hours, including evenings • Commitment to values of trust and accountability

Drive meaningful financial interactions as part of CIBC's innovative team. #J-18808-Ljbffr

📌 Client-Focused Financial Services Expert (Winnipeg)
🏢 CIBC
📍 Winnipeg

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