24 Oct
|
CIBC
|
British Columbia
24 Oct
CIBC
British Columbia
Serve CIBC clients onsite in Vancouver using financial products knowledge, critical thinking, and tailored service to support personal and business goals.
As a Financial Services Representative II, you will build client relationships within CIBC’s Personal and Business Banking team. You will understand priorities, recommend suitable solutions, and provide forward-looking financial plans. Your work includes cash management, credit, investments, wealth protection, and digital banking guidance.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions supporting clients’ financial goals
Provide tailored service and forward-looking financial plans
Build relationships through marketing and outreach activities
Introduce clients to CIBC mobile banking applications
Requirements: Current Mutual Funds License accreditation in valuable standing
One year experience working with clients and achieving sales results
Critical thinking skills supporting informed decision making
Flexibility to work evenings and weekends
Flexibility to work at multiple banking centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC’s onsite Vancouver-Lonsdale and 16th banking centre.
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📌 Financial Services Representative Vancouver (British Columbia)
🏢 CIBC
📍 British Columbia