Client-Focused Financial Services Advisor

CIBC; Nanaimo; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial institution is seeking a Financial Services Representative in Nanaimo to provide tailored services and product recommendations. You will foster relationships with clients and help them achieve their financial goals through effective engagement and technology support. The ideal candidate will have a mutual funds license and a year of experience working with clients. The role is full-time on-site and offers a range of competitive benefits.

Benefits

Competitive salary

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• You have current accreditation and good standing Mutual Funds License.
• You can demonstrate 1 year experience in working with clients and achieving sales results.
• It’s preferred if you have prior banking experience.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities to show clients you value them.
• Share your knowledge by introducing clients to our 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

Current accreditation and good standing Mutual Funds License

Job description

A leading financial institution is seeking a Financial Services Representative in Nanaimo to provide tailored services and product recommendations. You will foster relationships with clients and help them achieve their financial goals through effective engagement and technology support. The ideal candidate will have a mutual funds license and a year of experience working with clients. The role is full-time on-site and offers a range of competitive benefits.