At a Glance
- Tasks: Engage clients and provide tailored financial solutions in a dynamic banking environment.
- Company: Join CIBC, a leading financial institution focused on client success.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Work full-time with flexibility for evenings and weekends across multiple locations.
- Why this job: Make a real difference in clients' financial journeys while building lasting relationships.
- Qualifications: Experience in client service and sales, plus a current Mutual Funds License.
The predicted salary is between 45000 - 55000 $ per year.
Client engagement and financial planning define this on-site Universal Banker role with CIBC in Comox. Recommend products, solutions, and digital banking options.
As a Financial Services Representative Universal Banker, you will serve personal and business clients in a Banking Centre.
You will understand priorities, provide forward-looking financial plans, and recommend suitable financial products.
The role emphasizes relationship building, outreach, mobile banking applications, and client experience.
You will work full-time on-site, with flexibility for evenings, weekends, and multiple Banking Centres within reasonable travel distance.
Key Responsibilities
- Meet clients to understand personal and business priorities
- Advise clients on solutions and provide financial plans
- Recommend products supporting clients' financial success
- Conduct outreach and marketing activities within communities
- Introduce clients to CIBC mobile banking applications
Requirements
- One year of client and sales results experience
- Current Mutual Funds License accreditation in good standing
- Client-first, goal-oriented approach to service
- Critical thinking and attention to detail
- Flexibility for on-site hours, evenings, and weekends
Use client service, financial planning, and digital banking expertise to support CIBC clients as a Comox Universal Banker.
Financial Services Representative Universal Banker 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.
