Make a real impact in clients' financial journeys with CIBC as a Financial Services Representative. Engage clients with tailored solutions while working in office in Richmond's Banking Centre.
In this full-time role on the Personal and Business Banking team, you will focus on client engagement by fostering relationships and providing actionable financial plans. Your expertise in cash management and investments will be key to guiding clients toward success. You will also leverage technology to enhance client services and support their banking experiences.
Key Responsibilities:
• Engage clients to assess their financial needs
• Advise on cash management and investment strategies
• Build relationships through marketing and outreach




• Leverage mobile banking technology effectively
• Provide tailored product recommendations for success
Requirements:
• Current Mutual Funds License or equivalent accreditation
• Minimum 1 year of client relationship experience
• Proven sales results in financial services
• Previous banking experience is a plus
• Strong critical thinking and relationship-building skills
Drive financial success for CIBC clients through dedicated engagement and tailored solutions in this rewarding role.
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📌 CIBC Financial Services Representative (Richmond)
🏢 Canadian Imperial Bank of Commerce
📍 Richmond