Apply financial planning and client engagement skills at CIBC, helping Beaverton clients connect personal and business priorities with suitable solutions.

As a Financial Services Representative II within Personal and Business Banking, you will foster trusted client relationships. You will advise clients on cash management, credit, investments, wealth protection, and forward-looking financial plans. Success requires current Mutual Funds License accreditation and at least one year working with clients and achieving sales results.

Key Responsibilities:

- Understand clients' personal and business goals
- Advise clients on appropriate financial products and solutions
- Develop forward-looking plans supporting client financial goals




- Deepen relationships and connect clients with relevant opportunities
- Share knowledge of CIBC mobile banking tools

Requirements:

- Current Mutual Funds License and valuable standing
- Canadian Securities Course or Investment Funds In Canada
- One year of client-facing experience with sales results
- Passion for relationships, learning, and client-focused service
- Availability for evenings, weekends, and multiple banking centres

Bring financial planning, relationship building, and client service strengths to CIBC's on-site Beaverton banking centre.

📌 Personal Banking Financial Advisor (Beaverton)
🏢 CIBC
📍 Beaverton