Guide CIBC clients through mobile banking while delivering tailored financial solutions onsite, full-time, at Vancouver-Lonsdale and 16th.
As a Financial Services Representative II, you will combine client engagement with digital literacy and financial product knowledge. You will introduce mobile banking applications, clarify banking needs, and recommend solutions linked to personal and business priorities. The position requires flexibility across banking centres.
Key Responsibilities:
- Become a technology expert for client banking needs
- Introduce clients to CIBC mobile banking applications
- Meet clients and develop forward-looking financial plans
- Use knowledge of credit, investments, and wealth protection
- Participate in marketing and outbound outreach activities
Requirements:
- One year client experience and sales results
- Current Mutual Funds License accreditation and positive standing
- Digital literacy and client experience skills
- Ability to work onsite full-time
- Availability for banking centre evenings and weekends
Apply digital literacy, client engagement, and financial product knowledge while supporting CIBC clients’ goals through onsite banking service.
📌 Digital Banking Client Representative (Canada)
🏢 CIBC
📍 Canada