Client-Focused Financial Services Advisor

CIBC; Pitt Meadows; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in Pitt Meadows is seeking a Financial Services Representative to join the Personal and Business Banking team. You will meet clients, understand their goals, and tailor solutions using cash management, credit, investments and wealth protection.

This on-site, full-time role requires flexibility for banking centre hours including evenings and weekends, and travel between centres within a reasonable distance.

Qualifications

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• 1 year experience in working with clients and achieving sales results.
• Prior banking experience is an asset.

Responsibilities

• Meet clients, understand financial goals, and advise on solutions using cash management, credit, investments.
• Develop relationships through marketing and outreach and connect clients to the right people.
• Introduce clients to mobile banking and other digital tools to simplify banking.

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 in Pitt Meadows is seeking a Financial Services Representative to join the Personal and Business Banking team. You will meet clients, understand their goals, and tailor solutions using cash management, credit, investments and wealth protection.

This on-site, full-time role requires flexibility for banking centre hours including evenings and weekends, and travel between centres within a reasonable distance.