At a Glance
- Tasks: Engage clients and provide tailored financial advice to meet their goals.
- Company: Join CIBC, a leading financial institution with a focus on client relationships.
- Benefits: Flexible hours, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with opportunities for networking and community outreach.
- Why this job: Make a real difference in clients' lives while building your career in finance.
- Qualifications: Must have a Mutual Funds License and experience in client relations.
The predicted salary is between 45000 - 55000 $ per year.
Client engagement and tailored financial advice define this on-site Financial Services Representative position at CIBC in Edmonton-Parkdale.
Support personal and business banking clients.
As part of CIBC's Personal and Business Banking team, you will build relationships, understand client goals, and recommend suitable products.
You will use knowledge of cash management, credit, investment, and wealth protection.
The position requires full-time on-site work, flexible banking centre hours, and travel among nearby banking centres.
Key Responsibilities
- Meet clients to understand personal and business priorities
- Recommend solutions and provide forward-looking financial plans
- Conduct marketing and community outreach activities
- Grow networks and deepen existing client relationships
- Introduce clients to CIBC mobile banking applications
Requirements
- Current Mutual Funds License accreditation in good standing
- One year of client and sales-results experience
- Prior similar banking experience is an asset
- Critical thinking and detail awareness
- Flexibility for evenings, weekends, and nearby banking centres
Bring relationship building, financial knowledge, and technology guidance to CIBC clients as a Financial Services Representative in Edmonton-Parkdale.
Financial Services Representative – Edmonton employer: Canadian Imperial Bank of Commerce (Canada)
Canadian Imperial Bank of Commerce (CIBC) fosters a relationship-oriented work culture that empowers employees to make meaningful impacts. The bank emphasizes professional growth through leadership opportunities and a supportive environment, encouraging team members to excel in their roles. With a commitment to client service and community engagement, CIBC offers a dynamic workplace for those passionate about banking.
Contact Details:
Canadian Imperial Bank of Commerce (Canada) Recruitment Team
