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Financial Services Representative at CIBC - ApplyBlast

Financial Services Representative

CIBC

1 month ago

4.3 on Glassdoor

Princeton, British Columbia, Canada

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Services Representative role at CIBC involves fostering key relationships with clients in a fast-paced Banking Centre to understand their financial and personal goals. The position requires providing tailored service and recommending appropriate products and solutions to support clients' financial success. This is a full-time, on-site position that may require flexibility to work evenings, weekends, and multiple banking centres.

Responsibilities

Foster key relationships with clients and understand their financial goals
Provide tailored financial advice and recommend appropriate products and solutions
Introduce clients to mobile banking applications and digital tools

Skills

Qualifications

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.