Personal Banking Advisor

CIBC; Winnipeg; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Winnipeg is seeking a Financial Services Representative to engage clients, understand their personal and business goals, and provide tailored financial solutions. The role involves travel between centres within a reasonable distance and on-site duties during full-time hours.

You'll build relationships, promote products, and use digital banking tools to enhance client experience while upholding regulatory requirements and delivering consistent service.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Assets if you have prior banking experience in a similar capacity.
• Current Mutual Funds license or equivalent accreditation is preferred.

Responsibilities

• Engage clients to understand personal and business goals and provide tailored financial solutions.
• Build relationships and expand networks across communities and banking centres.
• Promote products using mobile and online banking tools to enhance client experience.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Job description

CIBC in Winnipeg is seeking a Financial Services Representative to engage clients, understand their personal and business goals, and provide tailored financial solutions. The role involves travel between centres within a reasonable distance and on-site duties during full-time hours.

You'll build relationships, promote products, and use digital banking tools to enhance client experience while upholding regulatory requirements and delivering consistent service.