Client-Centric Financial Services Pro II | Banking & Wealth

CIBC US; Vancouver; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Health benefits program

Employee share purchase plan

Job summary

CIBC in Vancouver is seeking a Financial Services Representative to join our Personal and Business Banking team on-site. You will build relationships with clients, understand their financial goals, and tailor advice across cash management, credit, investments, and wealth protection to help them succeed.

This role emphasizes client engagement, community outreach, and leveraging mobile banking tools to connect clients with the right solutions.

Qualifications

• Mutual funds license (CSC or IFIC) required.
• On-site in Vancouver with full-time schedule.
• Strong relationship-building and client-focused approach.

Responsibilities

• Engage with clients to understand their goals and priorities.
• Provide informed, tailored advice across cash, credit, investments.
• Grow relationships and connect clients with the right solutions.

Skills

Accountability

Banking

Customer Service

Educational Savings Plans

Financial Services

Investment Funds

Investment Planning

Investments

Mutual Funds

Personal Development

Retirement Planning Services

Wealth Protection

Education

Mutual Funds License (CSC/IFIC)

Job description

CIBC in Vancouver is seeking a Financial Services Representative to join our Personal and Business Banking team on-site. You will build relationships with clients, understand their financial goals, and tailor advice across cash management, credit, investments, and wealth protection to help them succeed.

This role emphasizes client engagement, community outreach, and leveraging mobile banking tools to connect clients with the right solutions.