Serve Victoria clients on-site as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance.
As part of CIBC's Personal and Business Banking team, you will work in a Banking Centre serving personal and business priorities. You will understand goals, recommend solutions, and provide a forward-looking financial plan. Your work includes cash management, credit, investments, and wealth protection.
Key Responsibilities:
- Meet clients and understand personal and business priorities
- Advise clients on suitable financial solutions
- Build networks through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications to clients
Requirements:
- Current Mutual Funds License accreditation in good standing
- At least one year working with clients
- At least one year achieving sales results
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring client service, goal planning, and financial product expertise to CIBC's on-site Banking Centre team in Victoria.
Financial Services Representative Victoria employer: Canadian Imperial Bank of Commerce
CIBC is an exceptional employer that prioritizes your professional growth and well-being, offering a flexible hybrid work environment that allows you to balance your personal and professional life. With a strong commitment to inclusivity and a culture that values teamwork and accountability, CIBC empowers its employees to make meaningful contributions while providing competitive benefits, including a defined benefit pension plan and opportunities for personal development through initiatives like Purpose Day. Join us in building a relationship-oriented bank where your ambitions can thrive and be recognized.
Contact Details:
Canadian Imperial Bank of Commerce Recruitment Team
