CIBC Financial Services Representative Role
C
CIBC
📍 victoria, capital regional district, Canada
Job Description
Enhance client relationships as a Financial Services Representative at CIBC’s Victoria-Hillside Centre. Focus on personalized financial solutions and product recommendations for clients’ success.
This full-time position is essential within CIBC’s Personal and Business Banking team. Engage clients by understanding their needs, and provide actionable advice on cash management, credit, and investments. Showcase your flexibility by potentially working across various banking centres and hours, including evenings and weekends.
Key Responsibilities:
• Meet clients to assess financial and business priorities
• Advise clients on tailored financial products
• Engage in marketing and outreach for client connection
• Introduce clients to mobile banking technology
• Foster long-term relationships and networking opportunities
Requirements:
• 1 year experience in client interaction and sales
• Mutual Funds License or related accreditation
• Strong client service and g...
This full-time position is essential within CIBC’s Personal and Business Banking team. Engage clients by understanding their needs, and provide actionable advice on cash management, credit, and investments. Showcase your flexibility by potentially working across various banking centres and hours, including evenings and weekends.
Key Responsibilities:
• Meet clients to assess financial and business priorities
• Advise clients on tailored financial products
• Engage in marketing and outreach for client connection
• Introduce clients to mobile banking technology
• Foster long-term relationships and networking opportunities
Requirements:
• 1 year experience in client interaction and sales
• Mutual Funds License or related accreditation
• Strong client service and g...