Banking Advisor (Calgary)

Banking Advisor (Calgary)

03 Oct
|
CIBC US
|
Calgary

03 Oct

CIBC US

Calgary

Make a meaningful impact at CIBC as a Universal Banker in Calgary. Engage with clients to understand their financial goals and provide tailored solutions that ensure success. Join CIBC's Personal and Business Banking team as a Universal Banker I. This full time role requires a passion for client engagement, relationship building, and technology utilization. You'll meet clients, advise them on financial priorities, and guide them towards appropriate products and services. Key Responsibilities:

- Meet clients and discuss their financial priorities
- Advise on cash management, credit, and investments
- Engage in marketing to strengthen community relationships
- Leverage technology for enhanced client banking experience
- Collaborate with team members for client success Requirements:
- 1 year client service experience with sales results
- Current Mutual Funds License or equivalent accreditation
- Strong goal orientation and attention to detail
- Passion for continuous learning and relationship-building
- Ability to work at multiple banking centers Bring your expertise in client service and goal achievement to CIBC's Universal Banker role in Calgary.

📌 Banking Advisor (Calgary)
🏢 CIBC US
📍 Calgary

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