Financial Services Representative Tax (Winnipeg)

Financial Services Representative Tax (Winnipeg)

03 Nov
|
CIBC
|
Winnipeg

03 Nov

CIBC

Winnipeg

Serve CIBC clients onsite in Woodbridge-Langstaff through financial planning, relationship building, and tailored banking solutions. Full-time onsite work is required.As a Financial Services Representative II, you will support Personal and Business Banking clients in a Banking Centre. Understand personal and business priorities, recommend financial products, and introduce mobile banking applications. Use knowledge of cash management, credit, investments,



and wealth protection to support client goals.Key Responsibilities:Meet clients to understand personal and business prioritiesRecommend solutions and provide forward-looking financial plansBuild relationships through marketing and outreach activitiesConnect clients with appropriate people and opportunitiesIntroduce mobile banking applications and digital toolsRequirements:Current Mutual Funds License accreditation in positive standingOne year of client experience achieving sales resultsCritical thinking and goal-oriented decision makingFlexibility for evenings, weekends, and multiple banking centresPrior similar banking experience is an assetApply client service, financial products knowledge, and relationship-building skills as a CIBC Financial Services Representative II.#J-18808-Ljbffr

📌 Financial Services Representative Tax (Winnipeg)
🏢 CIBC
📍 Winnipeg

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