Financial Services Representative Victoria

Financial Services Representative Victoria

01 Nov
|
CIBC
|
Victoria

01 Nov

CIBC

Victoria

Serve Victoria clients on-site as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance.

As part of CIBC’s Personal and Business Banking team, you will work in a Banking Centre serving personal and business priorities. You will understand goals, recommend solutions, and provide a forward-looking financial plan. Your work includes cash management, credit, investments, and wealth protection.

Key Responsibilities:

- Meet clients and understand personal and business priorities
- Advise clients on suitable financial solutions
- Build networks through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications to clients

Requirements:

- Current Mutual Funds License accreditation in positive standing
- At least one year working with clients
- At least one year achieving sales results
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres

Bring client service, goal planning, and financial product expertise to CIBC’s on-site Banking Centre team in Victoria.

📌 Financial Services Representative Victoria
🏢 CIBC
📍 Victoria

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