Serve CIBC clients onsite in Vancouver using financial products knowledge, critical thinking, and tailored service to support personal and business goals.
As a Financial Services Representative II, you will build client relationships within CIBC's Personal and Business Banking team. You will understand priorities, recommend suitable solutions, and provide forward-looking financial plans. Your work includes cash management, credit, investments, wealth protection, and digital banking guidance.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend solutions supporting clients' financial goals
- Provide tailored service and forward-looking financial plans
- Build relationships through marketing and outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in good standing
- One year experience working with clients and achieving sales results
- Critical thinking skills supporting informed decision making
- Flexibility to work evenings and weekends
- Flexibility to work at multiple banking centres
Bring client service, financial products knowledge, and relationship-building skills to CIBC's onsite Vancouver-Lonsdale and 16th banking centre.
Financial Services Representative Vancouver in North Vancouver 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.
