Financial Services Representative Mission (British Columbia)

Financial Services Representative Mission (British Columbia)

22 Oct
|
CIBC
|
British Columbia

22 Oct

CIBC

British Columbia

Serve CIBC clients onsite in Mission through relationship building, financial guidance, and tailored banking solutions for personal and business goals.
As a Financial Services Representative, you will work within Personal and Business Banking. You will understand client priorities, recommend suitable products, and support financial success. This full time onsite position requires flexibility across banking centres and hours.
Key Responsibilities: Meet clients to understand personal and business priorities
Advise clients on financial solutions and forward-looking plans
Use cash management, credit, investment, and wealth protection knowledge
Build relationships through marketing and outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in good standing
Canadian Securities Course or Investment Funds In Canada
One year working with clients and achieving sales results
Client-first, goal-oriented, and detail-focused approach
Flexibility for evenings, weekends, and nearby banking centres
Bring client service, financial products knowledge, and digital literacy to CIBC’s onsite Mission banking centre team.

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📌 Financial Services Representative Mission (British Columbia)
🏢 CIBC
📍 British Columbia

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