Client-Focused Banking Advisor

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

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Purpose Day

Job summary

CIBC is seeking a Financial Services Representative to work in a fast-paced Banking Centre in Canada. You will engage with clients, understand goals, and tailor financial solutions while flexing to banking centre hours and travel between centres within a reasonable distance.

Position requires on-site work full-time, with a focus on client service, sales, and relationship building in a supportive team environment.

Qualifications

• One year of experience working with clients and achieving sales results.
• Certified professional with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Legally eligible to work in Canada.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build and nurture client relationships and engage in outreach to grow networks.
• Introduce clients to mobile banking apps and help manage banking needs.

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 is seeking a Financial Services Representative to work in a fast-paced Banking Centre in Canada. You will engage with clients, understand goals, and tailor financial solutions while flexing to banking centre hours and travel between centres within a reasonable distance.

Position requires on-site work full-time, with a focus on client service, sales, and relationship building in a supportive team environment.