Relationship Manager, Financial Services

CIBC US; High Level; On-site; CAD 42,000 - 58,000; 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

Purpose Day

Job summary

CIBC's Personal and Business Banking team in High Level, AB, seeks a Financial Services Representative to build lasting client relationships and tailor financial solutions. This on-site, full-time role requires delivering a high-quality client experience across banking centre hours, including evenings and weekends.

You will engage clients, promote digital tools, and navigate regulatory requirements while growing your professional network in the community.

Qualifications

• Certified professional with Mutual Funds license or Investment Funds in Canada.
• 1 year of client-facing sales experience.
• Strong communication and relationship-building in a banking environment.

Responsibilities

• Meet clients to understand their personal and business priorities and offer tailored financial solutions.
• Build relationships and grow networks across communities to connect clients with the right team.
• Promote mobile banking apps and digital tools to clients for enhanced banking.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC's Personal and Business Banking team in High Level, AB, seeks a Financial Services Representative to build lasting client relationships and tailor financial solutions. This on-site, full-time role requires delivering a high-quality client experience across banking centre hours, including evenings and weekends.

You will engage clients, promote digital tools, and navigate regulatory requirements while growing your professional network in the community.