Elevate your career at CIBC as a Financial Services Representative in Richmond, enhancing client experiences with tailored financial solutions. Bring your passion for relationship building and digital literacy.
In this full-time role with the Personal and Business Banking team, you will engage directly with clients to understand their financial objectives. Your goal-oriented approach will help in providing personalized plans that address each client’s unique situation. Flexibility in working hours and locations is essential to meet client needs and deliver outstanding service.
Key Responsibilities:
• Consult with clients on personal and business financial priorities
• Recommend suitable banking solutions for their goals
• Conduct outreach to foster community relationships
• Assist clients with our mobile banking technology
• Create forward-looking financial plans with clients
Requirements:
• Valid Mutual Funds License required
• One year of client-facing experience in a related field
• Robust digital literacy and technology skills
• Detail-oriented and results-driven mindset
• Passionate about building lasting relationships
Use your expertise in client service and financial management to support CIBC’s mission.
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📌 CIBC Financial Services Representative Role (British Columbia)
🏢 CIBC
📍 British Columbia
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