Help CIBC clients plan financially through relationship building, investment knowledge, and informative service at the Vancouver-Lonsdale and 16th banking centre.
This Financial Services Representative II serves clients across personal and business banking. You will explore financial and personal goals, apply knowledge of credit, cash management, investments, and wealth protection, and recommend tailored products. You will also connect clients with relevant people and opportunities.
Key Responsibilities:
- Foster key relationships with personal and business clients
- Understand clients’ financial and personal goals
- Advise clients on products, solutions, and financial plans
- Deepen relationships through outreach and network growth
- Connect clients with appropriate people and opportunities
Requirements:
- Client-first approach grounded in respect and authenticity
- Goal-oriented mindset focused on achieving results
- Attention to detail and solid critical thinking
- Current Canadian Securities Course or Investment Funds in Canada accreditation
- Prior banking experience is an asset
Use relationship building, goal planning, and financial knowledge to deliver tailored client service as a CIBC Financial Services Representative.
📌 Personal Banking Financial Advisor (North Vancouver)
🏢 CIBC
📍 North Vancouver
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