Financial Services Representative Lower Sackville (Canada)

Financial Services Representative Lower Sackville (Canada)

12 Nov
|
Important Group
|
Canada

12 Nov

Important Group

Canada

Client service and financial planning define this on-site Financial Services Representative opportunity with CIBC in Lower Sackville.

Support personal and business banking clients.

As part of CIBC’s Personal and Business Banking team, you will foster client relationships and understand personal and business goals.

You will provide tailored service, recommend financial products and solutions, and introduce mobile banking applications.

The regular position is in office full-time, with 37.5 weekly hours.

Key Responsibilities: Meet clients to understand personal and business priorities
Advise clients on financial solutions and forward-looking plans
Apply cash management, credit, investment, and wealth protection knowledge




Build networks through marketing and community outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in good standing
One year of client-facing experience achieving sales results
Critical thinking and attention to important details
Flexibility for banking centre evenings and weekends
Ability to work across nearby banking centres
Bring client engagement, financial products knowledge, and digital literacy to CIBC’s Lower Sackville banking centre team.

📌 Financial Services Representative Lower Sackville (Canada)
🏢 Important Group
📍 Canada

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