Financial Services Representative At Cibc Richmond

Financial Services Representative At Cibc Richmond

05 Sep
|
CIBC
|
Richmond

05 Sep

CIBC

Richmond

Become a Financial Services Representative at CIBC in Steveston and engage clients to enhance their financial journeys. Your role will focus on relationship management and digital banking.

As a key member of the Personal and Business Banking team, you'll work full time at a agile Banking Centre. This position requires flexibility to meet client needs, including evenings and weekends, ensuring that clients receive tailored advice and solutions.

Key Responsibilities:
Understand client priorities to recommend financial products
Build and nurture client relationships through outreach
Introduce clients to cutting-edge banking technologies
Provide guidance on financial planning strategies
Achieve sales goals while ensuring top-tier service

Requirements:
One year of relevant client service and sales experience
Current Mutual Funds License or equivalent certification
Familiarity with financial and banking products
Flexibility to work in multiple banking centres
Robust commitment to client engagement and detail-oriented service

Drive client success and leverage your financial expertise at CIBC as a Financial Services Representative.

📌 Financial Services Representative At Cibc Richmond
🏢 CIBC
📍 Richmond

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