Client-Focused Financial Representative (St. Albert)

Client-Focused Financial Representative (St. Albert)

25 Sep
|
CIBC
|
St. Albert

25 Sep

CIBC

St. Albert

Join CIBC in St. Albert as a Client-Focused Financial Representative and guide clients toward financial success. Build relationships and utilize financial products effectively.In this full-time position with the Personal and Business Banking team, you will engage with clients to understand their financial aspirations. Your role involves providing informed, tailored services and maintaining robust relationships. Flexibility to operate across multiple banking centers ensures clients receive excellent support.Key Responsibilities:Identify and meet with clients to discuss financial needsCreate and implement forward-looking financial plansEngage in community outreach to enhance client relationshipsLeverage technology to improve client banking experiencesWork collaboratively to connect clients with resourcesRequirements:Minimum 1 year experience in client service rolesMust hold a valid Mutual Funds LicenseAchieved notable sales results in previous rolesDetail-oriented with exceptional problem-solving abilitiesEagerness to learn and grow within the financial sectorUtilize your skills to foster client relationships and provide outstanding service at CIBC.

📌 Client-Focused Financial Representative (St. Albert)
🏢 CIBC
📍 St. Albert

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