Personal Finance Advisor & Relationship Builder

CIBC; Fort McMurray; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading financial institution in Fort McMurray is seeking a Financial Services Representative to engage with clients and provide tailored financial solutions. You will build important relationships, advise clients on their financial needs, and promote banking products to support their goals. The ideal candidate is client-focused, has relevant certifications, and is motivated to succeed. This role requires on-site work in a dynamic team environment, offering competitive salary and benefits.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offerings

Wellbeing support

Recognition program

Qualifications

• You must be a certified professional with the Mutual Funds License.
• You should be driven to succeed and engage with clients to find solutions.
• A passion for learning and building trust through relationships is essential.

Responsibilities

• Meet with clients to understand priorities and advise on solutions.
• Engage in marketing and outreach to build relationships.
• Introduce clients to mobile banking applications.

Skills

Banking

Building Trust

Client Relations

Customer Engagement

Financial Services

Investments

Retirement Planning Services

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

A leading financial institution in Fort McMurray is seeking a Financial Services Representative to engage with clients and provide tailored financial solutions. You will build important relationships, advise clients on their financial needs, and promote banking products to support their goals. The ideal candidate is client-focused, has relevant certifications, and is motivated to succeed. This role requires on-site work in a dynamic team environment, offering competitive salary and benefits.