Financial Services Representative Cibc Castlegar

Financial Services Representative Cibc Castlegar

11 Nov
|
CIBC
|
Castlegar

11 Nov

CIBC

Castlegar

Serve CIBC clients in office full time as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance.

As part of Personal and Business Banking, you will work in a Banking Centre serving personal and business clients. You will understand financial goals, recommend suitable products, and support client success. The position requires flexibility across banking centres within reasonable travel distance.

Key Responsibilities
Meet clients to understand personal and business priorities
Recommend cash management, credit, investment, and wealth protection solutions
Create forward-looking financial plans supporting client goals
Build networks through marketing and community outreach




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 of client and sales results experience
Goal-oriented approach with robust critical thinking skills
Flexibility for evenings, weekends, and multiple banking centres

Apply client engagement, financial planning, and digital banking knowledge as a CIBC Financial Services Representative.

📌 Financial Services Representative Cibc Castlegar
🏢 CIBC
📍 Castlegar

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