Financial Services Representative - Stony Plain, AB
Description
This role at CIBC involves building client relationships, understanding financial goals, and providing tailored financial solutions within a fast-paced Banking Centre. The representative will advise on cash management, credit, investment, and wealth protection, engage in outreach activities, and help clients leverage mobile banking technology.
What We're Looking For
Meet with clients to understand personal and business priorities and advise on financial solutions.,Provide forward-looking financial plans.,Use knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities.,Grow network and deepen existing relationships.,Work as one team to connect clients to the right opportunities.,Introduce clients to mobile banking applications.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).,1 year experience in working with clients and achieving sales results.,Prior banking experience in a similar capacity (asset).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week, flexible banking centre hours including evenings and weekends.
Benefits
Special Commitments
Flexible to work at multiple banking centres within a reasonable travel distance.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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