Client-Focused Personal Banking Advisor

Canadian Imperial Bank of Commerce; Surrey; Hybrid; CAD 52,000 - 65,000; Full time

Job summary

Canadian Imperial Bank of Commerce (CIBC) in Surrey, BC seeks a Financial Services Representative to build client relationships and advise on financial solutions. You will engage clients, understand goals, and promote appropriate products while working within regulatory guidelines.

The role may involve evenings/weekends and travel between nearby banking centres. You must have a Mutual Funds License or equivalent accreditation, plus at least 1 year of client-facing experience.

Qualifications

• Experience providing personalized client service and financial guidance.
• 1 year of client-facing sales experience is preferred.
• Certification/licensing required for mutual funds is noted as essential.

Responsibilities

• Engage with clients to understand personal and business goals and provide tailored financial solutions.
• Build relationships and promote cross-sell opportunities while delivering a positive client experience.
• Assist clients with digital banking tools and navigate products that fit their needs.
• Maintain accuracy and compliance with regulatory requirements during the sales process.

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

Canadian Imperial Bank of Commerce (CIBC) in Surrey, BC seeks a Financial Services Representative to build client relationships and advise on financial solutions. You will engage clients, understand goals, and promote appropriate products while working within regulatory guidelines.

The role may involve evenings/weekends and travel between nearby banking centres. You must have a Mutual Funds License or equivalent accreditation, plus at least 1 year of client-facing experience.