Apply financial planning and client engagement skills at CIBC, helping Beaverton clients connect personal and business priorities with suitable solutions.
As a Financial Services Representative II within Personal and Business Banking, you will foster trusted client relationships. You will advise clients on cash management, credit, investments, wealth protection, and forward-looking financial plans. Success requires current Mutual Funds License accreditation and at least one year working with clients and achieving sales results.
Key Responsibilities:
- Understand clients' personal and business goals
- Advise clients on appropriate financial products and solutions
- Develop forward-looking plans supporting client financial goals
- Deepen relationships and connect clients with relevant opportunities
- Share knowledge of CIBC mobile banking tools
Requirements:
- Current Mutual Funds License and good standing
- Canadian Securities Course or Investment Funds In Canada
- One year of client-facing experience with sales results
- Passion for relationships, learning, and client-focused service
- Availability for evenings, weekends, and multiple banking centres
Bring financial planning, relationship building, and client service strengths to CIBC's on-site Beaverton banking centre.
Personal Banking Financial Advisor in Beaverton employer: CIBC
CIBC is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of Toronto. As an Equity Research Associate intern, you will gain invaluable insights and hands-on experience in global markets while working alongside industry experts, all within a supportive environment that prioritizes employee growth and development. With competitive compensation and a commitment to nurturing talent, CIBC stands out as a rewarding place for aspiring finance professionals.
