At a Glance
- Tasks: Help clients with tailored financial solutions and build strong relationships.
- Company: Join CIBC, a leading financial institution focused on client success.
- Benefits: Flexible hours, competitive pay, and opportunities for growth.
- Other info: Dynamic role with potential for career advancement in the financial sector.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Must have Mutual Funds License and experience in client service.
The predicted salary is between 45000 - 55000 $ per year.
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: 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.
