Transform financial futures as a Financial Services Representative at CIBC in Kelowna-Orchard Park. Focus on client engagement and personalized banking solutions, making a difference every day.
At CIBC, you’ll be a crucial member of the Personal and Business Banking team, working full-time in office to fulfill client financial needs. This role requires building meaningful relationships, providing tailored advice, and ensuring clients have access to the right tools for financial success. Your flexibility in working hours and locations will help maximize client satisfaction.
Key Responsibilities:
• Meet clients to discuss financial goals and solutions
• Provide advice based on cash management and investments
• Conduct outreach to connect with clients in the community




• Introduce digital banking solutions to enhance client experience
• Collaborate in a team-oriented environment
Requirements:
• At least one year of experience in a client-facing role
• Valid Mutual Funds License
• Excellent problem-solving and engagement skills
• Flexible availability for multiple banking centers
• Adherence to corporate values of teamwork and integrity
Deliver excellent service and drive results for clients with your dedication to financial success at CIBC.
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📌 Kelowna Financial Services Representative
🏢 Canadian Imperial Bank of Commerce
📍 Kelowna