Client-Focused Banking & Financial Solutions Advisor

CIBC; Vancouver; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Vancouver is seeking a Financial Services Representative to engage clients, build lasting relationships, and tailor financial guidance. The role requires delivering a forward-looking financial plan using cash management, credit, investments and wealth protection knowledge.

You may work evenings and weekends and travel between centres as needed. Successful candidates will have at least 1 year of client-facing sales experience, a Mutual Funds license, and a commitment to the bank's values

Qualifications

• 1 year of experience with clients and achieving sales results is preferred.
• Certified professional with current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Legally eligible to work in Canada at the specified location.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships through marketing and outreach to grow your network.
• Explain and demonstrate mobile banking applications to help clients manage their banking needs.

Skills

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results‑oriented

Education

Canadian Securities Course

Job description

CIBC in Vancouver is seeking a Financial Services Representative to engage clients, build lasting relationships, and tailor financial guidance. The role requires delivering a forward-looking financial plan using cash management, credit, investments and wealth protection knowledge.

You may work evenings and weekends and travel between centres as needed. Successful candidates will have at least 1 year of client-facing sales experience, a Mutual Funds license, and a commitment to the bank's values