Become a Financial Services Representative with CIBC in Winnipeg, where client engagement and personalized service are key. Your insights in financial planning will empower clients to achieve their goals while working full-time in our Banking Centre.
In this role, you'll integrate seamlessly into the Personal and Business Banking team, engaging clients with integrity and purpose. You will analyze their financial needs, recommend suitable products, and use technology to enhance their banking experiences. Furthermore, you’ll attend to clients at various banking locations as required.
Key Responsibilities:
• Understand client priorities and provide tailored advice
• Promote suitable financial products and solutions
• Build a network through community engagement
• Train clients on digital banking tools
• Team up to connect clients with the right resources
Requirements:
• 1 year of client service experience
• Valid Mutual Funds License
• Strong results-orien...