Financial Services Representative at CIBC (Sherwood Park)

Financial Services Representative at CIBC (Sherwood Park)

25 Sep
|
Canadian Imperial Bank of Commerce
|
Sherwood Park

25 Sep

Canadian Imperial Bank of Commerce

Sherwood Park

Join CIBC as a Financial Services Representative (Universal Banker) at our Lakeland Ridge location. Engage clients and provide financial guidance in a collaborative environment. In this full-time role on the Personal and Business Banking team, you'll work at a dynamic banking centre and directly impact your clients’ financial future.

You will recommend suitable financial solutions based on client needs and leverage innovative banking technologies. Flexibility to work evenings and weekends, as well as travel among branches, is required. Key Responsibilities:

- Conduct client meetings to develop financial plans
- Advise on investments and cash management options
- Foster relationships through outreach initiatives
- Connect clients to banking resources and personnel
- Train clients on using CIBC's mobile banking tools Requirements:
- At least one year of experience with financial clients
- Preferred candidates will hold a Mutual Funds License
- Results-driven attitude with solid sales skills
- Ability to analyze and think critically
- Banking experience is a valued asset Help clients achieve their financial aspirations with expert support at CIBC in Lakeland Ridge.

📌 Financial Services Representative at CIBC (Sherwood Park)
🏢 Canadian Imperial Bank of Commerce
📍 Sherwood Park

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