Financial Services Representative Edmonton

Client engagement and tailored financial advice define this on-site Financial Services Representative position at CIBC in Edmonton-Parkdale. Support personal and business banking clients.

As part of CIBC’s Personal and Business Banking team, you will build relationships, understand client goals, and recommend suitable products. You will use knowledge of cash management, credit, investment, and wealth protection. The position requires full-time on-site work, flexible banking centre hours, and travel among nearby banking centres.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend solutions and provide forward-looking financial plans
• Conduct marketing and community outreach activities
• Grow networks and deepen existing client relationships
• Introduce clients to CIBC mobile banking applications

Requirements:

• Current Mutual Funds License accreditation in good standing
• One year of client and sales-results experience
• Prior similar banking experience is an asset
• Critical thinking and detail awareness
• Flexibility for evenings, weekends, and nearby banking centres

Bring relationship building, financial knowledge, and technology guidance to CIBC clients as a Financial Services Representative in Edmonton-Parkdale.