Help CIBC clients plan financially through relationship building, investment knowledge, and informative service at the Vancouver-Lonsdale and 16th banking centre.
This Financial Services Representative II serves clients across personal and business banking. You will explore financial and personal goals, apply knowledge of credit, cash management, investments, and wealth protection, and recommend tailored products. You will also connect clients with relevant people and opportunities.
Key Responsibilities:
- Foster key relationships with personal and business clients
- Understand clients' financial and personal goals
- Advise clients on products, solutions, and financial plans
- Deepen relationships through outreach and network growth
- Connect clients with appropriate people and opportunities
Requirements:
- Client-first approach grounded in respect and authenticity
- Goal-oriented mindset focused on achieving results
- Attention to detail and strong critical thinking
- Current Canadian Securities Course or Investment Funds in Canada accreditation
- Prior banking experience is an asset
Use relationship building, goal planning, and financial knowledge to deliver tailored client service as a CIBC Financial Services Representative.
Personal Banking Financial Advisor 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.
