Make a difference for clients as a Financial Services Representative at CIBC in Port McNeill. Engage with customers, offering tailored financial solutions and leveraging technology to enhance their banking experience.As part of the Personal and Business Banking team, you will work full time on-site, fostering relationships and providing insight into clients' financial goals. You'll advise clients on cash management, credit, and investments, while actively engaging in marketing and outreach to build your network.



Flexibility in working at different banking centers is crucial to delivering excellent service.Key Responsibilities:Understand clients' financial priorities through engagementAdvise on solutions and forward-looking financial plansBuild and deepen client relationships in the communityLeverage technology in mobile banking applicationsProvide excellent face-to-face customer serviceRequirements:1+ years of client service experienceValid Mutual Funds License or equivalent accreditationStrong knowledge in cash management and investmentsExcellent communication skills and attention to detailPassion for ongoing learning and relationship buildingUtilize your expertise in client engagement and financial services to empower CIBC clients in Port McNeill.

📌 Client-Focused Financial Services Representative (Port McNeill)
🏢 CIBC
📍 Port McNeill