CIBC Financial Services Representative (Calgary)

CIBC Financial Services Representative (Calgary)

07 Sep
|
CIBC
|
Calgary

07 Sep

CIBC

Calgary

Transform client experiences as a Financial Services Representative with CIBC in Forest Lawn. Engage clients personally and guide them toward their financial goals in a full-time capacity.
In this pivotal role within the Personal and Business Banking team, you'll work directly with clients to understand their financial aspirations. Emphasizing client engagement and relationship building, you will leverage your knowledge of financial products and technology to provide tailored solutions. Flexibility is key, as you may interact with clients at various banking centers during operational hours, including evenings and weekends.
Key Responsibilities:
• Meet clients to discuss personal and business financial priorities
• Advise on solutions for cash management and investments




• Conduct outreach to strengthen client relationships
• Introduce clients to mobile banking applications and tools
• Collaborate with team members to ensure comprehensive client support
Requirements:
• 1 year experience in client-facing roles
• Current accreditation and Mutual Funds License
• Strong relationship-building skills and goal-oriented mindset
• Ability to adapt in a energetic banking environment
• Commitment to CIBC values: trust, teamwork, accountability
Contribute your expertise in banking, technology, and client relationships to help CIBC clients thrive.
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📌 CIBC Financial Services Representative (Calgary)
🏢 CIBC
📍 Calgary

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