Financial Services Representative - CIBC Burnaby (British Columbia)

Financial Services Representative - CIBC Burnaby (British Columbia)

22 Sep
|
CIBC
|
British Columbia

22 Sep

CIBC

British Columbia

Advance your career at CIBC as a Financial Services Representative in Burnaby, British Columbia. Become a trusted partner by delivering personalized financial guidance to clients.

In this full time on-site role, you’ll be part of the Personal and Business Banking team, actively engaging with clients to meet their financial needs. Flexibility for evening and weekend shifts is essential. You'll utilize your knowledge in cash management, investments, and credit to help clients succeed financially.

Key Responsibilities:
• Assess client needs to provide tailored advice
• Develop forward-looking financial plans for clients
• Engage in community outreach to foster relationships
• Share technology insights to improve client banking
• Collaborate within a team for optimal service

Requirements:
• 1 year of client engagement experience
• Valid Mutual Funds License required
• Excellent relationship-building skills
• Detail-oriented with critical decision-making abilities
• Committed to CIBC’s values of trust and teamwork

Deliver impactful client experiences and drive financial success at CIBC in Burnaby.
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📌 Financial Services Representative - CIBC Burnaby (British Columbia)
🏢 CIBC
📍 British Columbia

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