Join CIBC as a Client-Focused Banking Advisor and elevate client experiences in Richmond. You’ll work directly with clients to understand their needs and recommend tailored financial products.
As a Financial Services Representative within CIBC's Personal and Business Banking team, you will be in office full time, making a real difference in your clients' financial lives. This role emphasizes client engagement, goal planning, and digital literacy. You'll navigate a variety of client interactions, ensuring their banking needs are met with genuine care and tailored advice.
Key Responsibilities:
• Consult with clients on their personal and business finances
• Recommend appropriate financial products and services




• Conduct marketing and outreach to strengthen relations
• Empower clients with technology for better banking
• Connect clients with relevant prospects in the community
Requirements:
• 1 year of client service experience preferred
• Valid accreditation in Mutual Funds or equivalent
• Detail-oriented with exceptional analytical skills
• Commitment to building meaningful relationships
• Interest in learning and continuous growth
Make a positive impact on clients' financial journeys at CIBC.
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📌 Client Focused Banking Advisor At Cibc Richmond
🏢 CIBC
📍 Richmond