Financial Services Representative At Cibc Sherwood Park

Financial Services Representative At Cibc Sherwood Park

27 Sep
|
Canadian Imperial Bank of Commerce
|
Sherwood Park

27 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 workplace. 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 cutting-edge 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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