Financial Services Representative at CIBC (British Columbia)

Financial Services Representative at CIBC (British Columbia)

03 Oct
|
CIBC US
|
British Columbia

03 Oct

CIBC US

British Columbia

Join CIBC's dedicated team as a Financial Services Representative in Prince George, Spruceland Centre. You will build client relationships and tailor financial solutions to meet diverse needs in a full-time in office role.

In this position, you will be an integral part of the Personal and Business Banking team at CIBC. Your responsibilities will include understanding clients' financial goals, engaging in outreach efforts, and leveraging technology for optimal banking experiences. Prior banking experience is an asset as you aim to provide quality financial advice and services.

Key Responsibilities:
• Meet with clients to address financial priorities
• Foster relationships through marketing and outreach




• Introduce clients to mobile banking technologies
• Create tailored financial plans for clients
• Observe details for informed decision-making

Requirements:
• Current Mutual Funds License required
• One year of client-facing experience
• Goal-oriented mindset for achieving targets
• Flexibility to work evenings and weekends
• Ability to build and maintain relationships

Make financial success a priority for CIBC clients while developing your own expertise and career.
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📌 Financial Services Representative at CIBC (British Columbia)
🏢 CIBC US
📍 British Columbia

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