Join CIBC as a Financial Services Representative and transform client financial experiences in Kelowna-Orchard Park. Utilize your expertise to build lasting relationships and guide clients toward their financial goals.
As part of the Personal and Business Banking team, you will work full-time in office, showcasing your skills in client advisement and relationship management. Your primary focus will involve meeting with clients to create forward-looking financial plans, leveraging technology to enhance their banking experience, and participating in outreach to strengthen community ties.
Key Responsibilities:
• Assess client financial and personal priorities
• Recommend tailored financial products and solutions




• Initiate marketing outreach to enhance client relationships
• Introduce clients to digital banking innovations
• Collaborate with teammates for optimal client connections
Requirements:
• Minimum one year of experience in financial advisory
• Current Mutual Funds License in good standing
• Strong communication and critical thinking skills
• Ability to work flexible hours at different centers
• Alignment with CIBC’s core values
Inspire trust and foster financial growth while working alongside a dedicated team at CIBC.
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📌 CIBC Representative in Financial Services (Kelowna)
🏢 Canadian Imperial Bank of Commerce
📍 Kelowna