Job opportunity
Personal Banking Financial Advisor CIBC
CIBC
Help CIBC clients plan confidently through personal banking advice, relationship building, and tailored financial solutions in Calgary, Alberta.
This Financial Services Representative serves Personal and Business Banking clients in an onsite, full-time Banking Centre role. You will explore financial and personal priorities, provide informative service, and connect clients with appropriate products. The position also involves community outreach, teamwork, technology guidance, and support across Banking Centres within reasonable travel distance.
Key Responsibilities:
Advise clients on solutions for personal and business priorities
Develop financial plans aligned with client goals
Use knowledge of credit, investments, and wealth protection
Deepen existing relationships and grow professional networks
Connect clients with appropriate people and opportunities
Requirements:
Mutual Funds License or recognized stated accreditation
At least one year of client and sales-results experience
Strong critical thinking and decision-making skills
Passion for relationships, learning, and client service
Availability during Banking Centre evenings and weekends
Bring client service, goal planning, and financial product knowledge to CIBC’s relationship-oriented Personal and Business Banking team.
#J-18808-Ljbffr
Apply on source site This Financial Services Representative serves Personal and Business Banking clients in an onsite, full-time Banking Centre role. You will explore financial and personal priorities, provide informative service, and connect clients with appropriate products. The position also involves community outreach, teamwork, technology guidance, and support across Banking Centres within reasonable travel distance.
Key Responsibilities:
Advise clients on solutions for personal and business priorities
Develop financial plans aligned with client goals
Use knowledge of credit, investments, and wealth protection
Deepen existing relationships and grow professional networks
Connect clients with appropriate people and opportunities
Requirements:
Mutual Funds License or recognized stated accreditation
At least one year of client and sales-results experience
Strong critical thinking and decision-making skills
Passion for relationships, learning, and client service
Availability during Banking Centre evenings and weekends
Bring client service, goal planning, and financial product knowledge to CIBC’s relationship-oriented Personal and Business Banking team.
#J-18808-Ljbffr