Help CIBC clients pursue financial goals through relationship building, product guidance, and personalized service. Work full-time on-site in the Okotoks Banking Centre.
This Financial Services Representative serves Personal and Business Banking clients with informed, tailored recommendations. You will explore personal and business priorities, apply knowledge of credit, investments, cash management, and wealth protection, and provide forward-looking financial plans. The position also includes community outreach, network development, and digital banking education for clients.
Key Responsibilities: Foster trusted relationships with personal and business clients
Understand financial goals and recommend appropriate products
Provide tailored service and forward-looking financial planning




Participate in marketing and outreach activities
Teach clients to manage needs through mobile banking
Requirements: Client-first approach with authentic relationship-building skills
Current Canadian Securities Course or Investment Funds In Canada accreditation
One year working with clients and achieving sales results
Solid critical thinking, learning, and decision-making abilities
Ability to work evenings, weekends, and nearby Banking Centres
Use your financial guidance, client engagement, and digital literacy to support meaningful outcomes for CIBC clients in Okotoks.

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📌 Personal Banking Advisor CIBC (Alberta)
🏢 Canadian Imperial Bank of Commerce (Canada)
📍 Alberta