Financial Services Pro II - Client Banking & Planning

Canadian Imperial Bank of Commerce; St. Albert; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Pension plan

Employee share purchase plan

Wellbeing support

MomentMakers recognition

Job summary

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative II in St. Albert, AB. The role focuses on delivering tailored financial guidance, building client relationships, and delivering a high level of service within a fast-paced banking centre.

You will engage clients, understand their goals, and leverage cash management, credit, and investment products to support financial success. Flexibility for evenings, weekends, and travel between centres is required.

Qualifications

• Client-focused service mindset and relationship-building abilities.
• Ability to explain financial products and plans to clients clearly.
• Comfort with technology and mobile banking tools.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships and grow networks within communities.
• Promote and educate clients on mobile banking and other digital tools.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

Canadian Imperial Bank of Commerce is seeking a Financial Services Representative II in St. Albert, AB. The role focuses on delivering tailored financial guidance, building client relationships, and delivering a high level of service within a fast-paced banking centre.

You will engage clients, understand their goals, and leverage cash management, credit, and investment products to support financial success. Flexibility for evenings, weekends, and travel between centres is required.