Join CIBC as a Financial Services Representative at our Kelowna-Orchard Park Banking Centre. Leverage your financial expertise to build lasting relationships and support clients in achieving their financial goals.
As part of the Personal and Business Banking team, you'll engage actively with clients, helping them navigate financial products tailored to their needs. This full time position is centered on client engagement and relationship building, where you'll also introduce clients to creative banking technologies. Flexibility to work in various banking centres and during evenings or weekends is essential.
Key Responsibilities:
• Meet clients to assess financial priorities and create plans
• Foster relationships through outreach and marketing activities




• Educate clients on banking applications for better management
• Support teamwork by connecting clients with relevant opportunities
• Assist clients with tailored financial solutions
Requirements:
• 1 year of client experience with sales results
• Current Mutual Funds License or similar accreditation
• Robust digital literacy and understanding of financial products
• Ability to work flexible hours, including evenings and weekends
• Detail-oriented and motivated towards client success
Harness your expertise in client service and financial products to make a tangible impact at CIBC.
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📌 Financial Services Representative At Cibc Kelowna
🏢 CIBC
📍 Kelowna