Client‑First Financial Services Rep II — Banking

CIBC; Powell River; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian bank in Powell River is seeking a Financial Services Representative to build relationships with clients, guide them in achieving their financial goals, and recommend tailored solutions. Candidates must have a mutual funds license and at least one year of relevant experience. This role demands a flexible schedule to ensure client engagement, including possible work at multiple banking centres. The bank offers a competitive salary, benefits, and opportunities for professional growth.

Benefits

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Current accreditation and good standing Mutual Funds License.

Responsibilities

• Meet with clients to understand their priorities and advise on solutions.
• Engage in marketing and outreach activities.
• Introduce clients to mobile banking applications.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results‑Oriented

Education

Canadian Securities Course or Investment Funds in Canada

Job description

A leading Canadian bank in Powell River is seeking a Financial Services Representative to build relationships with clients, guide them in achieving their financial goals, and recommend tailored solutions. Candidates must have a mutual funds license and at least one year of relevant experience. This role demands a flexible schedule to ensure client engagement, including possible work at multiple banking centres. The bank offers a competitive salary, benefits, and opportunities for professional growth.