Financial Services Representative At Cibc (Winnipeg)

Financial Services Representative At Cibc (Winnipeg)

03 Oct
|
CIBC US
|
Winnipeg

03 Oct

CIBC US

Winnipeg

Make a meaningful impact in clients' lives as a Financial Services Representative at CIBC in Winnipeg, MB. This full-time role focuses on client relationships, financial advising, and tailored services.As part of the Personal and Business Banking team, you will engage clients to understand their financial goals while providing the right solutions. This position requires flexibility, as you'll work at various banking centers during the week, including some evenings and weekends. You will be the go-to person for clients seeking expertise in cash management, credit, and investments.Key Responsibilities:Meet clients to discuss financial priorities and plansAdvise on cash management and investment solutionsConduct outreach activities to build relationshipsIntroduce clients to mobile banking applicationsCollaborate with teams to connect clients with resourcesRequirements:Minimum 1 year of client engagement experienceAccreditation and valuable standing in Mutual Funds LicenseStrong analytical and critical thinking skillsPassion for client relationship buildingPrevious banking experience preferredDrive client satisfaction and become a trusted advisor in financial services at CIBC.

📌 Financial Services Representative At Cibc (Winnipeg)
🏢 CIBC US
📍 Winnipeg

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