Build trusted client relationships at CIBC while advising on financial products and goal planning. This onsite position serves personal and business banking clients.

As a Financial Services Representative II, you will support clients in a Banking Centre through informative, tailored service. You will explore personal and business goals, recommend relevant solutions, and help clients connect with the right opportunities. Your knowledge of cash management, credit, investment, and wealth protection will support meaningful financial discussions.

Key Responsibilities:

- Understand clients' financial and personal goals
- Advise clients on products, services, and solutions
- Use financial knowledge to support client goals




- Grow networks through marketing and community outreach
- Connect clients with appropriate people and opportunities

Requirements:

- Current Mutual Funds License accreditation and positive standing
- Canadian Securities Course or Investment Funds In Canada
- At least one year of client and sales-results experience
- Critical thinking and strong attention to detail
- Respectful, authentic relationship-building approach

Use relationship management, goal planning, and financial product knowledge to deliver tailored service for CIBC clients.

📌 Personal Banking Financial Advisor CIBC (Campbell River)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Campbell River