Client‑Focused Financial Services Advisor

CIBC; Courtenay; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee stock plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC is expanding its Personal and Business Banking team in Courtenay. You will build client relationships, tailor financial solutions and guide clients toward their financial goals while working in a fast-paced banking centre.

Flexibility to work banking centre hours including evenings and weekends is expected. On-site work at Courtenay-Driftwood Mall supports client delivery and community engagement.

Qualifications

• Ability to engage with purpose and find the right solutions.
• Strong relationship-building and community outreach.
• Knowledge of cash management, credit, investments and wealth protection.

Responsibilities

• Meet with clients to understand personal and business priorities, advise solutions and provide a forward-looking financial plan.
• Engage in marketing and outreach to grow your network and strengthen client relationships.
• Introduce clients to mobile banking apps to enhance their banking experience.

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 expanding its Personal and Business Banking team in Courtenay. You will build client relationships, tailor financial solutions and guide clients toward their financial goals while working in a fast-paced banking centre.

Flexibility to work banking centre hours including evenings and weekends is expected. On-site work at Courtenay-Driftwood Mall supports client delivery and community engagement.