Serve CIBC clients onsite in Ladner using financial products knowledge and relationship-building skills. Deliver tailored guidance across personal and business banking needs.
As a Financial Services Representative, you will meet clients, understand their goals, and recommend suitable products and solutions. You will support client experience through informed service, financial planning, and digital banking guidance. This regular, full-time position includes 37.5 weekly hours.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Provide tailored advice and forward-looking financial plans
- Recommend cash management, credit, investment, and wealth protection solutions
- Build relationships through marketing and community outreach
- 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 of client and sales results experience
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial products knowledge, and digital literacy to CIBC's Ladner banking centre team.
Financial Services Representative CIBC in Delta employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
