Client engagement and financial planning define this on-site Universal Banker role with CIBC in Comox. Recommend products, solutions, and digital banking options.
As a Financial Services Representative Universal Banker, you will serve personal and business clients in a Banking Centre. You will understand priorities, provide forward-looking financial plans, and recommend suitable financial products. The role emphasizes relationship building, outreach, mobile banking applications, and client experience. You will work full-time on-site, with flexibility for evenings, weekends, and multiple Banking Centres within reasonable travel distance.
Key Responsibilities: Meet clients to understand personal and business priorities
Advise clients on solutions and provide financial plans




Recommend products supporting clients’ financial success
Conduct outreach and marketing activities within communities
Introduce clients to CIBC mobile banking applications
Requirements: One year of client and sales results experience
Current Mutual Funds License accreditation in valuable standing
Client-first, goal-oriented approach to service
Critical thinking and attention to detail
Flexibility for on-site hours, evenings, and weekends
Use client service, financial planning, and digital banking expertise to support CIBC clients as a Comox Universal Banker.

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📌 Financial Services Representative Universal Banker (British Columbia)
🏢 CIBC
📍 British Columbia