Client-Focused Financial Services Representative
C
CIBC
📍 whitehorse, yt, Canada
Job Description
Make a significant impact with CIBC as a Financial Services Representative in Whitehorse. Engage clients and tailor financial solutions to meet their goals in a full-time, on-site role.
As part of the Personal and Business Banking team, you will deepen client relationships through insightful financial advising and effective service. Utilize your knowledge of cash management, credit, and investments to guide clients towards their financial success. Flexibility is essential as this role requires working various hours, including evenings and weekends, at different banking centers.
Key Responsibilities:
• Engage with clients to understand their financial priorities
• Advise on relevant products and solutions
• Conduct marketing and outreach activities
• Introduce clients to mobile banking technologies
• Foster relationships to enhance client experiences
Requirements:
• A valid Mutual Funds License and good standing
• 1 year of client interaction experience wit...
As part of the Personal and Business Banking team, you will deepen client relationships through insightful financial advising and effective service. Utilize your knowledge of cash management, credit, and investments to guide clients towards their financial success. Flexibility is essential as this role requires working various hours, including evenings and weekends, at different banking centers.
Key Responsibilities:
• Engage with clients to understand their financial priorities
• Advise on relevant products and solutions
• Conduct marketing and outreach activities
• Introduce clients to mobile banking technologies
• Foster relationships to enhance client experiences
Requirements:
• A valid Mutual Funds License and good standing
• 1 year of client interaction experience wit...