Enhance clients' financial well-being with CIBC in Calgary as a Financial Services Representative II. Focus on client engagement, providing tailored advice, and achieving financial success through informed solutions.
In this full time position, you will develop meaningful client relationships while addressing their financial aspirations. Your role demands expertise in cash management and investment options to deliver personalized guidance. Flexibility to work evenings and weekends at various banking centres may be necessary as part of the job’s demands.
Key Responsibilities:
• Advise clients on personal and business financial priorities
• Deliver a comprehensive financial plan based on client needs
• Build community connections through outreach efforts




• Educate clients on mobile banking tools and applications
• Foster ongoing relationships to ensure client satisfaction
Requirements:
• At least 1 year in a similar client service role
• Current Mutual Funds License required
• Strong interpersonal and communication skills
• Goal-driven with a track record of sales success
• Ability to foster trust and respect in client interactions
Join CIBC to utilize your client service skills and financial knowledge in Calgary.
#J-18808-Ljbffr

📌 Calgary Financial Services Representative II
🏢 Canadian Imperial Bank of Commerce
📍 Calgary