Cibc Financial Services Representative Role Estevan (Canada)

Cibc Financial Services Representative Role Estevan (Canada)

06 Oct
|
CIBC
|
Canada

06 Oct

CIBC

Canada

Engage clients as a Financial Services Representative at CIBC in Estevan. Drive client success through relationship building, tailored advice, and financial solutions while working in office full-time. In this impactful role with CIBC's Personal and Business Banking team, you will contribute to client financial success. As a Financial Services Representative, you’ll develop key relationships, understand client goals, and offer customized solutions. Flexibility to work across multiple banking centers and diverse hours including evenings and weekends is essential to excel. Key Responsibilities:
Meet clients to assess financial and business priorities
Provide tailored financial planning and solutions
Engage in marketing and outreach activities




Introduce clients to mobile banking technology
Build trust through meaningful client interactions Requirements:
Current accreditation in Mutual Funds License
1 year of client-facing experience with sales results
Solid critical thinking and problem-solving skills
Ability to work effectively in a team-oriented culture
Commitment to valuing diversity and inclusion Foster relationships and leverage technology to ensure clients thrive financially with CIBC in Estevan. #J-18808-Ljbffr

📌 Cibc Financial Services Representative Role Estevan (Canada)
🏢 CIBC
📍 Canada

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