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 prospects
Share knowledge of CIBC mobile banking tools

Requirements:
Current Mutual Funds License and positive 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 in office Beaverton banking centre.

📌 Personal Banking Financial Advisor Beaverton
🏢 CIBC
📍 Beaverton