Financial Services Representative Cibc Nanaimo

Financial Services Representative Cibc Nanaimo

29 Oct
|
CIBC
|
Nanaimo

29 Oct

CIBC

Nanaimo

Build client relationships at CIBC as a Financial Services Representative, using financial products knowledge and digital literacy onsite full time. Support personal and business banking clients with tailored guidance and solutions.

As part of CIBC’s Personal and Business Banking team, you’ll work in a Banking Centre serving clients’ financial and personal goals. You’ll provide informative service, recommend suitable products, and help clients manage banking needs. The position requires flexibility across nearby Banking Centres, including evenings and weekends.

Key Responsibilities:
Meet clients and understand personal and business priorities
Advise clients on cash management, credit, investments, and wealth protection
Recommend products and solutions supporting clients’ financial goals




Build networks through marketing and community outreach activities
Introduce clients to CIBC mobile banking applications

Requirements:
Current Mutual Funds License accreditation in positive standing
Canadian Securities Course or Investment Funds In Canada certification
One year working with clients and achieving sales results
Critical thinking, goal orientation, and attention to detail
Flexibility for Banking Centre hours and nearby locations

Bring client service, financial products knowledge, and relationship-building skills to CIBC’s onsite Personal and Business Banking team.
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📌 Financial Services Representative Cibc Nanaimo
🏢 CIBC
📍 Nanaimo

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