Help personal and business clients plan financial success at CIBC in Victoria, with tailored service, credit knowledge, and investment expertise.

This Financial Services Representative II supports clients through relationship-oriented Personal and Business Banking. You will explore financial and personal goals, recommend products and solutions, and provide informative advice. The position requires full time in office work at Victoria-Douglas and View, with flexibility across nearby centres.

Key Responsibilities:
Foster key relationships with personal and business clients
Develop forward-looking financial plans for client goals
Apply knowledge of credit and cash management
Use investment and wealth protection knowledge
Share mobile banking application knowledge with clients

Requirements:
Current Mutual Funds License accreditation in good standing
One year of client-facing experience
One year achieving sales results
Goal-oriented approach with robust critical thinking
Prior similar banking experience is an asset

Use financial planning, client engagement, and product knowledge to support meaningful outcomes for CIBC clients in Victoria.

📌 Personal Banking Financial Advisor Victoria
🏢 CIBC
📍 Victoria