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 goalsAdvise clients on appropriate financial products and solutionsDevelop forward-looking plans supporting client financial goalsDeepen relationships and connect clients with relevant opportunitiesShare knowledge of CIBC mobile banking toolsRequirements:Current Mutual Funds License and good standingCanadian Securities Course or Investment Funds In CanadaOne year of client-facing experience with sales resultsPassion for relationships, learning, and client-focused serviceAvailability for evenings, weekends, and multiple banking centresBring financial planning, relationship building, and client service strengths to CIBC’s in office Beaverton banking centre.#J-18808-Ljbffr

📌 Associate Financial Advisor (Ramara)
🏢 CIBC
📍 Ramara