Financial Services Representative

CIBC US

Financial Services Representative fostering client relationships and providing tailored financial solutions for CIBC's Banking Centre clients. Engaging with clients to understand their goals and assisting them with relevant banking solutions.

Posted 7/17/2026full-timeOkotoks • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and financial product recommendations, with a strong focus on achieving sales results and delivering tailored solutions. Proficient in mobile banking applications and committed to client-first service.

Highest-signal resume keywords

Client Relationship ManagementMutual Funds LicenseSales AchievementMobile Banking ApplicationsGoal Orientation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales ResultsFinancial Product RecommendationsClient EngagementMarketing ActivitiesOutreach Activities

Soft Skills

Client-FocusedMotivatedFlexiblePurposeful Engagement

Tools & Technologies

Mobile Banking Applications

Certifications & Qualifications

Mutual Funds LicenseCanadian Securities CourseInvestment Funds in Canada

Industry Keywords

Financial ServicesBanking CentreClient GoalsFinancial Success

About the role

Key responsibilities & impact

Foster key relationships with clients and understand their financial and personal goals
Provide informative and tailored service by recommending the right products and solutions for their financial success
Engage in marketing and outreach activities to show value to clients and their communities
Become a technology expert and introduce clients to mobile banking applications

Requirements

What you’ll need

1 year experience in working with clients and achieving sales results
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)
Flexibility to work our banking centre hours which may include evenings and weekends
Flexibility to work at multiple banking centres within a reasonable travel distance
Must put clients first and engage with purpose to find solutions
Must be goal oriented and motivated by achieving goals and delivering best results

Benefits

Comp & perks

Competitive salary
Incentive pay
Banking benefits
Benefits program
Defined benefit pension plan
Employee share purchase plan
Vacation offering
Wellbeing support
MomentMakers recognition program