Build client relationships as a Financial Services Representative at CIBC in Okotoks, using tailored advice and digital banking expertise. This full-time, in office role supports clients at a Banking Centre.
As part of Personal and Business Banking, you will understand clients’ personal and business priorities, recommend suitable financial products, and support their goals. You will use knowledge of cash management, credit, investments, and wealth protection. You will also introduce mobile banking applications and connect clients with appropriate CIBC specialists and opportunities.
Key Responsibilities: Meet clients and understand their personal and business priorities
Recommend financial solutions and provide forward-looking financial plans
Build relationships through marketing and community outreach activities




Introduce clients to CIBC mobile banking applications
Connect clients with appropriate people and opportunities
Requirements: Current Mutual Funds License accreditation in good standing
One year of client service and sales results experience
Knowledge of cash management, credit, investments, and wealth protection
Critical thinking, goal orientation, and attention to detail
Flexibility for evenings, weekends, and multiple Banking Centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC’s Okotoks Banking Centre team.

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📌 Financial Services Representative Okotoks (Alberta)
🏢 CIBC
📍 Alberta