Financial Services Representative Victoria (Canada)

Financial Services Representative Victoria (Canada)

04 Nov
|
Canadian Imperial Bank of Commerce
|
Canada

04 Nov

Canadian Imperial Bank of Commerce

Canada

Serve Victoria clients in office 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 valuable 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 in office Banking Centre team in Victoria.

📌 Financial Services Representative Victoria (Canada)
🏢 Canadian Imperial Bank of Commerce
📍 Canada

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