Universal Banker

CIBC

Halifax, Canada
**
Relationship-oriented banking
Client engagement and financial planning
Leveraging mobile and online banking
** CIBC is seeking a Universal Banker in Halifax, Canada, who will support clients in achieving their financial goals through personalized service and technology-driven solutions. The ideal candidate should have a client-first mindset, strong relationship-building skills, and at least one year of experience in a client-facing role. **

Job Summary

  • As a Financial Services Representative Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success.
  • Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
  • At CIBC, your goals are a priority. We aspire to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 75

** CIBC is seeking a Universal Banker in Halifax, Canada, who will support clients in achieving their financial goals through personalized service and technology-driven solutions. The ideal candidate should have a client-first mindset, strong relationship-building skills, and at least one year of experience in a client-facing role. **

Skills & Requirements

Must-have

  • relationship-oriented banking
  • client engagement and financial planning
  • leveraging mobile and online banking

Nice-to-have

  • passion for people and learning
  • goal-oriented and detail-oriented
  • values trust, teamwork, and accountability

Key Requirements

  • 1 year experience in working with clients and achieving sales results
  • Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Work Rights

Not specified

Tailored Resume

Cover Letter