Serve CIBC clients on-site in Edmonton using relationship building and tailored financial solutions across personal and business banking. Flexible banking centre coverage is required.
As a Financial Services Representative, you will understand clients’ personal and business priorities and recommend suitable products. You will provide informative service, develop financial plans, and connect clients with relevant people and opportunities. This temporary role is based at the S.Edmonton Banking Centre, with 37.5 weekly hours.
Key Responsibilities: Meet clients to understand personal and business priorities
Advise clients on cash management, credit, and investments
Recommend financial products and wealth protection solutions
Build relationships through marketing and outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in valuable standing
Canadian Securities Course or Investment Funds In Canada
One year working with clients and achieving sales results
Client-first approach with critical thinking and goal orientation
Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC’s S.Edmonton Banking Centre.