Bring client engagement and financial services expertise to CIBC as a full-time, in office Universal Banker in White Rock-N.Bluff & Johnston.
As a Financial Services Representative Universal Banker, you will support Personal and Business Banking clients. You will understand personal and business priorities, recommend suitable products, and create forward-looking financial plans. The work includes banking technology, cash management, credit, investments, and wealth protection.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend products and solutions supporting financial goals
- Introduce CIBC mobile banking applications
- Build relationships through marketing and outreach activities
- Connect clients with appropriate people and opportunities
Requirements:
- One year working with clients and achieving sales results
- Current accreditation and good standing
- Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
- Critical thinking and decision-making skills
- Flexibility for evenings, weekends, and multiple banking centres
Use client service, technology, and financial product knowledge to help CIBC clients achieve their personal and business goals.
📌 Financial Services Representative Universal Banker (White Rock)
🏢 CIBC
📍 White Rock
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