Financial Services Representative (contract) - Edmonton, Ab
CIBC
Edmonton, AB, Canada
Client engagement and relationship building
Knowledge of cash management and credit
Use of mobile banking technology
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success
Job Summary
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
At CIBC, your goals are a priority and the company offers competitive compensation, wellbeing support, and personalized recognition programs to help you thrive.
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong and provides an accessible candidate experience.
Matching Summary
As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.
Skills & Requirements
Must-have
Client engagement and relationship building
Knowledge of cash management and credit
Use of mobile banking technology
Flexible work hours including evenings and weekends
On-site full-time work
Sales results achievement
Nice-to-have
Passion for learning and growth
Strong critical thinking skills
Teamwork and accountability values
Community outreach and marketing activities
Diverse network building
Key Requirements
Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)