Make a significant impact as a Financial Services Representative in Kelowna at CIBC. You'll foster solid client relationships while providing tailored financial solutions.
In this full-time role, you'll engage with clients to understand their financial goals and priorities, offering personalized service that leads to their success. Your expertise in cash management, investments, and credit solutions will enable you to recommend the best products for their needs. You'll also leverage technology to enhance client experience and support our banking success across multiple centres.
Key Responsibilities:
• Meet clients to understand their financial objectives
• Advise on solutions and financial planning




• Build relationships through client outreach
• Introduce clients to mobile banking tools
• Provide tailored service at multiple locations
Requirements:
• Certified professional with Mutual Funds License
• One year experience in client services and sales
• Banking experience is an asset
• Flexible to work evenings and weekends
• Strong critical thinking and client engagement skills
Utilize your financial acumen and relationship-building skills to help clients succeed with CIBC.
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📌 Financial Services Representative at CIBC (Kelowna)
🏢 Canadian Imperial Bank of Commerce
📍 Kelowna