Financial Services Representative At Cibc (Prince George)

Financial Services Representative At Cibc (Prince George)

17 Oct
|
CIBC
|
Prince George

17 Oct

CIBC

Prince George

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 prioritiesFoster relationships through marketing and outreachIntroduce clients to mobile banking technologiesCreate tailored financial plans for clientsObserve details for informed decision-makingRequirements:Current Mutual Funds License requiredOne year of client-facing experienceGoal-oriented mindset for achieving targetsFlexibility to work evenings and weekendsAbility to build and maintain relationshipsMake financial success a priority for CIBC clients while developing your own expertise and career.

📌 Financial Services Representative At Cibc (Prince George)
🏢 CIBC
📍 Prince George

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