Client-First Banking Advisor II

CIBC US; Victoria; On-site; CAD 48,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in Victoria, BC, is seeking a Financial Services Representative II to join our Personal and Business Banking team. You’ll build relationships with clients, understand their financial goals, and recommend tailored solutions, with on-site full-time work and potential travel between nearby banking centres.

We value client-driven service, sales capability, and regulatory compliance, with certifications such as Mutual Funds License.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License or Canadian Securities Course in good standing.
• Legally eligible to work in Canada.

Responsibilities

• Meet with clients to understand their personal and business priorities, advise them on solutions and provide a forward-looking financial plan.
• Promote cash management, credit, investment and protection products to help clients meet their goals.
• Travel to multiple banking centres within a reasonable distance to serve clients.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

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

Job description

CIBC in Victoria, BC, is seeking a Financial Services Representative II to join our Personal and Business Banking team. You’ll build relationships with clients, understand their financial goals, and recommend tailored solutions, with on-site full-time work and potential travel between nearby banking centres.

We value client-driven service, sales capability, and regulatory compliance, with certifications such as Mutual Funds License.