First seen by our source: 1 hour ago
Financial Services Representative
@ CIBC
High River, Alberta
SIGNALS
Overview
CIBC is hiring a full-time, on-site Financial Services Representative in High River, AB. The role identifies client financial needs, offers banking products and tailored advice on everyday banking, credit, investments and insurance, and meets branch sales and service goals.
Responsibilities:
- Conduct client consultations and identify financial needs
- Offer banking, credit, investment and insurance solutions
- Open and maintain accounts and process transactions
- Follow up with clients to deepen relationships
- Meet individual and branch sales and service goals
Requirements summary:
- Knowledge of finance and financial services products
- Understanding of basic investment products
- Customer service experience
- Familiarity with insurance products
- Sales aptitude and goal orientation
- Retail banking or financial services experience is an asset
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-15
- Source record updated
- 2026-11-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Sitting and standing |
| Physical demands | physical low · computer moderate |
| Education | College diploma (preferred), Bachelor’s degree (preferred) |
| Fields of study | Business, Finance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
CIBC
| Field | Value |
|---|---|
| Headquarters | Commerce Court |
| Open jobs on Jobsy | 90 |
Job description
Company Description CIBC is a leading Canadian financial institution committed to helping clients achieve their goals through reliable, flexible banking solutions. The organization offers innovative tools and services designed around client priorities, enabling individuals and businesses to bank when and how they prefer. Team members work in a culture grounded in innovation, trust, teamwork, and accountability, supported by a focus on client success. CIBC has been recognized as a top employer in Canada, providing opportunities for growth, development, and collaboration with talented colleagues across the country.
Role Description The Financial Services Representative is a full-time, on-site role based in High River, AB. In this position, the representative supports clients by identifying their financial needs, offering appropriate banking products and services, and providing tailored advice on everyday banking, credit solutions, investments, and insurance options. Day-to-day responsibilities include conducting client consultations, processing transactions, opening and maintaining accounts, and proactively following up with clients to deepen relationships and ensure satisfaction. The role also involves meeting individual and branch sales and service goals, adhering to regulatory and compliance requirements, and collaborating with colleagues to deliver an excellent and inclusive client experience.
Qualifications
Role Description The Financial Services Representative is a full-time, on-site role based in High River, AB. In this position, the representative supports clients by identifying their financial needs, offering appropriate banking products and services, and providing tailored advice on everyday banking, credit solutions, investments, and insurance options. Day-to-day responsibilities include conducting client consultations, processing transactions, opening and maintaining accounts, and proactively following up with clients to deepen relationships and ensure satisfaction. The role also involves meeting individual and branch sales and service goals, adhering to regulatory and compliance requirements, and collaborating with colleagues to deliver an excellent and inclusive client experience.
Qualifications
- Strong knowledge of Finance and Financial Services, with the ability to explain products and solutions clearly to clients.
- Understanding of Investments and basic investment products to support clients in reaching their financial goals.
- Experience in Customer Service, with proven ability to build relationships, resolve issues, and deliver client-focused solutions.
- Familiarity with Insurance products and their role in comprehensive financial planning.
- Effective communication and interpersonal skills, with the ability to engage diverse clients in person.
- Sales aptitude, goal orientation, and comfort working with performance targets in a branch environment.
- Attention to detail, strong organizational skills, and the ability to handle multiple tasks while maintaining accuracy.
- Proficiency with digital banking tools and basic computer applications.
- Previous experience in retail banking or financial services is an asset.
- Post-secondary education in business, finance, or a related field is preferred, or equivalent experience.
Journal
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