Cibc Financial Services Representative (Boucherville)

Cibc Financial Services Representative (Boucherville)

06 Nov
|
CIBC
|
Boucherville

06 Nov

CIBC

Boucherville

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 prioritiesRecommend products and solutions supporting financial goalsProvide forward-looking financial planning guidanceBuild relationships through marketing and outreach activitiesIntroduce clients to mobile banking applicationsRequirements:Current Mutual Funds License accreditation in positive standingOne year experience working with clients and achieving sales resultsKnowledge of cash management, credit, investments, and wealth protectionClient-first, goal-oriented, and detail-focused approachFlexibility for evenings, weekends, and multiple Banking CentresUse relationship building, financial products, and digital literacy to support CIBC clients and their evolving banking needs.#J-18808-Ljbffr

📌 Cibc Financial Services Representative (Boucherville)
🏢 CIBC
📍 Boucherville

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