Financial Services Representative Campbell River (British Columbia)

Financial Services Representative Campbell River (British Columbia)

05 Nov
|
Canadian Imperial Bank of Commerce (Canada)
|
British Columbia

05 Nov

Canadian Imperial Bank of Commerce (Canada)

British Columbia

Serve CIBC clients onsite in Campbell River using relationship building and tailored financial advice. Help personal and business clients pursue their goals.
As a Financial Services Representative II within Personal and Business Banking, you will foster client relationships and understand financial priorities. You will recommend suitable products and solutions, including cash management, credit, investments, and wealth protection. The regular schedule is 37.5 weekly hours, with banking centre hours that may include evenings and weekends.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Conduct marketing and outreach activities with clients




Deepen relationships and connect clients with appropriate partners
Introduce mobile banking applications and support digital adoption
Requirements: Current Mutual Funds License accreditation in positive standing
Canadian Securities Course or Investment Funds In Canada
One year experience working with clients and achieving sales results
Client-first, goal-oriented, and detail-focused approach
Flexibility to work onsite across multiple banking centres
Bring client service, financial products knowledge, and digital literacy to CIBC’s Campbell River banking centre team.

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📌 Financial Services Representative Campbell River (British Columbia)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 British Columbia

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