Relationship-Driven Financial Services Advisor

CIBC; Calgary; On-site; CAD 42,000 - 60,000; Full time

Job summary

CIBC is seeking a Financial Services Representative to join the Personal and Business Banking team in Calgary. You will engage with clients, understand their goals, and tailor services to help achieve financial success.

The role requires flexibility to work evenings, weekends, and across multiple centres within a reasonable travel distance. You will leverage technology and provide informed guidance on cash management, credit, investments, and wealth protection as part of a collaborative team.

Qualifications

• 1 year experience working with clients and achieving sales results.
• Current accreditation with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Legally eligible to work in Canada and able to travel between banking centres within reasonable distance.

Responsibilities

• Meet with clients to understand personal and business priorities and provide tailored financial plans.
• Engage in marketing and outreach to grow your network and relationships.
• Promote cash management, credit, investment and wealth protection solutions to clients.
• Be flexible to work at multiple banking centres within a reasonable travel distance.

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 is seeking a Financial Services Representative to join the Personal and Business Banking team in Calgary. You will engage with clients, understand their goals, and tailor services to help achieve financial success.

The role requires flexibility to work evenings, weekends, and across multiple centres within a reasonable travel distance. You will leverage technology and provide informed guidance on cash management, credit, investments, and wealth protection as part of a collaborative team.