Financial Services Representative Edmonton (Canada)

Financial Services Representative Edmonton (Canada)

01 Nov
|
CIBC
|
Canada

01 Nov

CIBC

Canada

Serve CIBC clients in office 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 good 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.

📌 Financial Services Representative Edmonton (Canada)
🏢 CIBC
📍 Canada

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