Deliver tailored financial guidance as a CIBC Financial Services Representative in Calgary, Alberta, using client engagement and product knowledge onsite full-time.
As part of Personal and Business Banking, you will build client relationships, understand personal and business goals, and recommend suitable financial solutions. Your work will include cash management, credit, investments, wealth protection, and mobile banking applications. This position supports clients in a Banking Centre environment while contributing to outreach and network development.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend products and solutions supporting financial goals
- Provide forward-looking financial planning guidance
- Build relationships through marketing and outreach activities
- Introduce clients to mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in valuable standing
- One year experience working with clients and achieving sales results
- Knowledge of cash management, credit, investments, and wealth protection
- Client-first, goal-oriented, and detail-focused approach
- Flexibility for evenings, weekends, and multiple Banking Centres
Use relationship building, financial products, and digital literacy to support CIBC clients and their evolving banking needs.