Banking Advisor II — Personal & Business Finance

Canadian Imperial Bank of Commerce; City of Lloydminster; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution is seeking a Financial Services Representative in Lloydminster. You will be responsible for client engagement, providing tailored financial solutions, and promoting the bank's services. Ideal candidates should possess strong client service skills and relevant financial accreditation. This is a full-time position with the possibility of working at multiple locations and flexible hours.

Benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 1+ year of experience working with clients and achieving sales results.
• Current accreditation and good standing in the financial sector.
• Willingness to work flexible hours, including evenings and weekends.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Advise on financial solutions and provide a forward-looking financial plan.
• Engage in marketing and outreach activities to grow your network.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Problem Solving

Results‑Oriented

Education

Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)

Job description

A leading financial institution is seeking a Financial Services Representative in Lloydminster. You will be responsible for client engagement, providing tailored financial solutions, and promoting the bank's services. Ideal candidates should possess strong client service skills and relevant financial accreditation. This is a full-time position with the possibility of working at multiple locations and flexible hours.