Client-Centric Banking Advisor II

Canadian Imperial Bank of Commerce; Regina; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

Canadian Imperial Bank of Commerce in Regina is seeking a Financial Services Representative to help clients achieve their financial goals through tailored service and proactive support. You’ll work in a fast-paced banking centre with flexibility to travel to nearby centres and work varied hours to deliver a great client experience.

The role requires client-focused engagement, knowledge of cash management, credit, investments and wealth protection, and current Mutual Funds licensing.

Qualifications

• 1 year of experience with clients and achieving sales results.
• Current accreditation and a Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
• Banking experience is an asset.

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Grow your network, deepen relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Become a technology expert and introduce clients to our mobile banking applications to manage their banking needs.

Skills

Banking

Digital literacy

Face-to-face service

Investments

Outbound calls

Proactive behavior

Education

Mutual funds license (Canadian Securities Course or Investment Funds in Canada)

Job description

Canadian Imperial Bank of Commerce in Regina is seeking a Financial Services Representative to help clients achieve their financial goals through tailored service and proactive support. You’ll work in a fast-paced banking centre with flexibility to travel to nearby centres and work varied hours to deliver a great client experience.

The role requires client-focused engagement, knowledge of cash management, credit, investments and wealth protection, and current Mutual Funds licensing.