Financial Services Representative At Cibc (Strathcona County)

Financial Services Representative At Cibc (Strathcona County)

25 Sep
|
Canadian Imperial Bank of Commerce
|
Strathcona County

25 Sep

Canadian Imperial Bank of Commerce

Strathcona County

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 plansAdvise on investments and cash management optionsFoster relationships through outreach initiativesConnect clients to banking resources and personnelTrain clients on using CIBC's mobile banking toolsRequirements:At least one year of experience with financial clientsPreferred candidates will hold a Mutual Funds LicenseResults-driven attitude with solid sales skillsAbility to analyze and think criticallyBanking experience is a valued assetHelp clients achieve their financial aspirations with expert support at CIBC in Lakeland Ridge.

📌 Financial Services Representative At Cibc (Strathcona County)
🏢 Canadian Imperial Bank of Commerce
📍 Strathcona County

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