Engage clients while building relationships as a Financial Services Representative at CIBC in Penticton. Leverage your financial expertise to guide clients through their personal and business financial goals.
As a critical member of CIBC’s Personal and Business Banking team, you will thrive in a energetic banking center. This full time role requires building long-lasting client relationships, understanding their financial aspirations, and recommending tailored banking solutions. You will also assist clients in navigating our mobile banking technology, making a significant impact on their financial journeys.
Key Responsibilities:
• Understand clients’ financial and personal priorities
• Advise on cash management and investment solutions




• Build solid relationships through outreach activities
• Leverage technology to enhance client experiences
• Provide tailored service to meet diverse client needs
Requirements:
• Valid Mutual Funds License (or equivalent)
• One year of client-facing sales experience
• Background in banking is an asset
• Strong customer service and relationship-building skills
• Goal-oriented with excellent critical thinking abilities
Empower your financial career at CIBC, helping clients achieve their goals with trust and accountability.
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📌 Cibc Financial Services Representative Role Penticton
🏢 Canadian Imperial Bank of Commerce
📍 Penticton