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.

📌 Financial Services Representative Vancouver
🏢 CIBC
📍 Vancouver