Financial Service Representative (Fredericton)

Financial Service Representative (Fredericton)

28 Oct
|
CIBC
|
Fredericton

28 Oct

CIBC

Fredericton

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 valuable 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.

📌 Financial Service Representative (Fredericton)
🏢 CIBC
📍 Fredericton

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