Join CIBC as a Client-Focused Banking Advisor and elevate client experiences in Richmond. You’ll work directly with clients to understand their needs and recommend tailored financial products.
As a Financial Services Representative within CIBC's Personal and Business Banking team, you will be in office full-time, making a real difference in your clients' financial lives. This role emphasizes client engagement, goal planning, and digital literacy. You'll navigate a variety of client interactions, ensuring their banking needs are met with genuine care and tailored advice.
Key Responsibilities:
• Consult with clients on their personal and business finances • Recommend appropriate financial products and services • Conduct marketing and outreach to strengthen relations • Empower clients with technology for better banking • Connect clients with relevant opportunities in the community
Requirements: • 1 year of client service experience preferred • Valid accreditation in Mutual Funds or equivalent • Detail-oriented with exceptional analytical skills • Commitment to building meaningful relationships • Interest in learning and continuous growth
Make a positive impact on clients' financial journeys at CIBC. #J-18808-Ljbffr
📌 Client-Focused Banking Advisor at CIBC (Winnipeg)
🏢 CIBC
📍 Winnipeg