Build trusted client relationships as a Financial Services Representative at CIBC in Fredericton-Nashwaaksis, using tailored service and financial product knowledge. This is full time, on-site work.
As part of Personal and Business Banking, you will understand personal and business priorities, recommend suitable solutions, and support client financial success. You will use cash management, credit, investment, and wealth protection knowledge while introducing mobile banking applications. The position requires flexibility across banking centre hours and nearby locations.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend financial solutions and provide forward-looking plans
- Build relationships through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications and explain their use
Requirements:
- Current accreditation and good standing
- Mutual Funds License through required securities coursework
- One year working with clients and achieving sales results
- Client-first, goal-oriented, detail-focused approach
- Flexibility for evenings, weekends, and nearby banking centres
Bring client engagement, financial products, and digital literacy to CIBC’s Personal and Business Banking team.