Serve CIBC clients on-site in Edmonton using relationship building and tailored financial solutions across personal and business banking. Flexible banking centre coverage is required.
As a Financial Services Representative, you will understand clients' personal and business priorities and recommend suitable products. You will provide informative service, develop financial plans, and connect clients with relevant people and opportunities. This temporary role is based at the S.Edmonton Banking Centre, with 37.5 weekly hours.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on cash management, credit, and investments
- Recommend financial products and wealth protection solutions
- Build relationships 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
- One year working with clients and achieving sales results
- Client-first approach with critical thinking and goal orientation
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC's S.Edmonton Banking Centre.
Financial Services Representative Edmonton in Ottawa 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
