Financial Services Representative Edmonton
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Deliver tailored financial service at CIBC’s S.Edmonton Banking Centre using client engagement and relationship-building skills. This temporary role is full-time and on-site.
As a Financial Services Representative II, you’ll support Personal and Business Banking clients in a Banking Centre. You’ll understand personal and business priorities, provide financial planning guidance, and recommend suitable products and solutions. Your work will draw on cash management, credit, investment, and wealth protection knowledge while supporting mobile banking adoption.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on solutions and forward-looking financial plans
- Recommend financial products supporting clients’ goals
- Build networks through marketing and outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- At least one year working with clients
- Experience achieving sales results
- Flexibility for evenings, weekends, and multiple banking centres
- Critical thinking, goal orientation, and strong relationship skills
Bring client service, financial products knowledge, and digital literacy to CIBC’s Edmonton Banking Centre team.
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Edmonton, Alberta, Canada CIBC Full-timeDeliver tailored financial service at CIBC's S.Edmonton Banking Centre using client engagement and relationship-building skills. This temporary role is full-time and on-site.As a Financial Services Representative II, you'll support Personal and Business Banking clients in a Banking Centre. You'll understand personal and business priorities, provide financial...
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