Financial Services Representative Prince George

Financial Services Representative Prince George

08 Nov
|
CIBC
|
Prince George

08 Nov

CIBC

Prince George

Serve CIBC clients on-site in Prince George using relationship building and tailored financial product recommendations. Support personal and business banking needs across regular 37.5-hour weeks.

As a Financial Services Representative II, you will meet clients, understand their goals, and recommend appropriate solutions. You will advise on cash management, credit, investments, and wealth protection. The position also includes relationship development, community outreach, and mobile banking guidance.

Key Responsibilities:

- Meet clients to understand personal and business priorities
- Provide tailored service and forward-looking financial plans
- Recommend cash management, credit, investment, and wealth protection solutions
- Build networks 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 certification
- At least one year working with clients and achieving sales results
- Client-first, goal-oriented, and detail-focused approach
- Flexibility for evenings, weekends, and multiple banking centres

Bring client engagement, financial product knowledge, and digital literacy to CIBC's in office banking centre team in Prince George.

📌 Financial Services Representative Prince George
🏢 CIBC
📍 Prince George

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