Personal Banking Advisor & Financial Wellness Partner

CIBC; Bedford (Ville); On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in Bedford, Canada is seeking a Financial Services Representative to help clients with personal and business banking needs. You will meet clients, understand their goals, and offer tailored financial solutions.

You’ll also expand relationships through outreach, and promote digital banking tools to improve client outcomes. The role emphasizes on-site work, flexibility, and delivering excellent client experiences across multiple banking centres within reasonable travel.

Qualifications

• Client-focused banking experience preferred.
• License and certifications for mutual funds required or in progress.
• Strong communication and relationship-building skills.

Responsibilities

• Meet with clients to understand personal and business goals and provide tailored financial plans.
• Build relationships through outreach and cross-selling of suitable products.
• Promote mobile banking and digital tools to improve clients' financial management.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Canadian Securities Course

Investment Funds In Canada

Job description

CIBC in Bedford, Canada is seeking a Financial Services Representative to help clients with personal and business banking needs. You will meet clients, understand their goals, and offer tailored financial solutions.

You’ll also expand relationships through outreach, and promote digital banking tools to improve client outcomes. The role emphasizes on-site work, flexibility, and delivering excellent client experiences across multiple banking centres within reasonable travel.