Become a pivotal part of CIBC as a Financial Services Representative in Calgary-Shawnessy Corner. Drive client engagement and deliver exceptional financial solutions tailored to individual needs.
As a full-time Financial Services Representative, you will play an essential role in the Personal and Business Banking team. Your expertise in building relationships will empower clients to meet their financial objectives effectively. Flexibility to work across multiple banking centres adds to the variety of this role.
Key Responsibilities:
• Consult with clients to identify their financial goals
• Offer specialized advice on credit, investment, and cash management
• Conduct promotional activities to enhance client connections
• Guide clients in using our digital banking tools
• Collaborate with team members for improved service delivery
Requirements:
• 1+ years of experience in client interaction and sales
• Valid Mutual Funds License or equivalent certification
• Solid understanding of financial services and regulatory requirements
• Driven by goals with a keen eye for detail
• Solid commitment to client satisfaction and teamwork
Contribute your financial service expertise at CIBC and help clients navigate their financial journeys.
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📌 CIBC Calgary Financial Services Role (Alberta)
🏢 CIBC
📍 Alberta