CIBC
CIBC Financial Services Representative Role
Job Description
Enhance client relationships as a Financial Services Representative with CIBC in Saskatoon. Focus on personalized service tailored to clients’ financial goals and help them make informed decisions.
As a key member of the Personal and Business Banking team at CIBC, you will engage clients to understand their financial needs while providing tailored solutions. This on-site, full-time role involves flexibility in working at various banking centres and meeting clients during banking hours, including evenings and weekends.
Key Responsibilities:
• Engage with clients to discover their financial priorities
• Build and maintain strong relationships throughout the community
• Advise on financial products to meet client needs
• Leverage technology for client banking experiences
• Participate in marketing and outreach initiatives
Requirements:
• Minimum one year of client-facing experience with proven sales
• Holds Mutual Funds License or equivalents
• Goal-orient...
As a key member of the Personal and Business Banking team at CIBC, you will engage clients to understand their financial needs while providing tailored solutions. This on-site, full-time role involves flexibility in working at various banking centres and meeting clients during banking hours, including evenings and weekends.
Key Responsibilities:
• Engage with clients to discover their financial priorities
• Build and maintain strong relationships throughout the community
• Advise on financial products to meet client needs
• Leverage technology for client banking experiences
• Participate in marketing and outreach initiatives
Requirements:
• Minimum one year of client-facing experience with proven sales
• Holds Mutual Funds License or equivalents
• Goal-orient...