Serve Calgary clients in office full-time as a Financial Services Representative using client engagement and tailored financial solutions. Build trusted relationships across personal and business banking.
At CIBC, you will support clients in a Banking Centre while understanding their financial and personal goals. You will recommend products and solutions, provide forward-looking financial plans, and introduce mobile banking applications. The role requires flexibility across banking centre hours and nearby locations.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and goal planning
- Use knowledge of credit, investments, and wealth protection
- Build networks through marketing and outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- One year of client experience achieving sales results
- Client-first, goal-oriented, and detail-focused approach
- Strong relationship-building and critical thinking skills
- Flexibility for evenings, weekends, and nearby centres
Bring client service, financial products, and digital literacy to CIBC's Calgary Banking Centre as a Financial Services Representative.