At a Glance
- Tasks: Deliver tailored financial guidance and build strong client relationships.
- Company: Join CIBC, a leading financial institution in Canada.
- Benefits: Competitive salary, flexible hours, and opportunities for growth.
- Other info: Dynamic work environment with opportunities across multiple Banking Centres.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Must have Mutual Funds License and experience in client relations.
The predicted salary is between 45000 - 55000 $ per year.
Deliver tailored financial guidance as a CIBC Financial Services Representative in Calgary, Alberta, using client engagement and product knowledge onsite full-time. As part of Personal and Business Banking, you will build client relationships, understand personal and business goals, and recommend suitable financial solutions. Your work will include cash management, credit, investments, wealth protection, and mobile banking applications. This position supports clients in a Banking Centre environment while contributing to outreach and network development.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend products and solutions supporting financial goals
- Provide forward-looking financial planning guidance
- Build relationships through marketing and outreach activities
- Introduce clients to mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- One year experience working with clients and achieving sales results
- Knowledge of cash management, credit, investments, and wealth protection
- Client-first, goal-oriented, and detail-focused approach
- Flexibility for evenings, weekends, and multiple Banking Centres
- Use relationship building, financial products, and digital literacy to support CIBC clients and their evolving banking needs.
CIBC Financial Services Representative in Edmonton employer: Canadian Imperial Bank of Commerce
CIBC is an exceptional employer that prioritizes your professional growth and well-being, offering a flexible hybrid work environment that allows you to balance your personal and professional life. With a strong commitment to inclusivity and a culture that values teamwork and accountability, CIBC empowers its employees to make meaningful contributions while providing competitive benefits, including a defined benefit pension plan and opportunities for personal development through initiatives like Purpose Day. Join us in building a relationship-oriented bank where your ambitions can thrive and be recognized.
Contact Details:
Canadian Imperial Bank of Commerce Recruitment Team
