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 on-site, 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 positive 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.

📌 CIBC Representative in Financial Services (Kelowna)
🏢 Canadian Imperial Bank of Commerce
📍 Kelowna