Financial Services Role At Cibc Calgary (Canada)

Financial Services Role At Cibc Calgary (Canada)

13 Sep
|
CIBC
|
Canada

13 Sep

CIBC

Canada

Join CIBC in Forest Lawn as a Financial Services Representative, where you can impact client financial journeys. In this full-time role, you will foster robust client connections and provide tailored advice. As part of the Personal and Business Banking team, you’ll work in a skilled setting to understand and meet client needs.

Your role will focus on relationship development, utilizing your financial product expertise to recommend optimal solutions. Flexibility will be essential as you may rotate between multiple banking locations during various operating hours. Key Responsibilities:
Engage in meaningful conversations with clients about their financial needs
Provide tailored advice on financial and investment products




Use marketing initiatives to expand client relationships
Demonstrate mobile banking tools and applications to clients
Work collaboratively to support clients’ unique situations

Requirements:
Minimum 1 year of relevant client service experience
Certified with the Mutual Funds License
Proven ability to build trust through client interactions
Results-oriented with solid attention to detail
Alignment with CIBC's values of accountability and teamwork

Bring your client-first approach and passion for financial service to CIBC, enabling client success in Forest Lawn.

📌 Financial Services Role At Cibc Calgary (Canada)
🏢 CIBC
📍 Canada

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