Client-First Financial Services Advisor II

CIBC; Kelowna; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Pension plan

Employee share purchase plan

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Financial Services Representative in Kelowna to serve clients in a fast-paced Banking Centre. You will engage clients, understand personal and business goals, and tailor solutions to support financial success.

You’ll meet the needs of clients, build trusted relationships, and help them navigate cash management, credit, investments and wealth protection with guidance and technology tools.

Qualifications

• 1 year of client-facing experience with sales results.
• Current accreditation and good standing Mutual Funds License (CSC or IFIC).

Responsibilities

• Client engagement to understand personal and business priorities and advise on solutions.
• Build relationships, expand networks, and ensure clients are connected to the right people.
• Leverage technology and mobile banking tools to enhance the client experience.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-oriented

Job description

CIBC is seeking a Financial Services Representative in Kelowna to serve clients in a fast-paced Banking Centre. You will engage clients, understand personal and business goals, and tailor solutions to support financial success.

You’ll meet the needs of clients, build trusted relationships, and help them navigate cash management, credit, investments and wealth protection with guidance and technology tools.