Financial Services Advisor - Client-Focused Banking

Canadian Imperial Bank of Commerce; Burnaby; On-site; CAD 60,000 - 90,000; 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

Job summary

Canadian Imperial Bank of Commerce (CIBC) is hiring a Financial Services Representative for its Banking Centre in Burnaby. You will engage clients, assess personal and business goals, and tailor financial solutions while supporting a broad suite of banking products.

Flexibility to travel between centres and weekend/evening hours may be required. The role emphasizes building trusted client relationships, providing proactive service, and leveraging mobile banking tools.

Qualifications

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) is required.
• 1 year of experience working with clients and achieving sales results is expected.
• Banking experience in a similar capacity is an asset.

Responsibilities

• Engage with clients to understand personal and business priorities and propose financial solutions.
• Build and nurture client relationships and grow the network through outreach and cross-team collaboration.
• Promote and educate clients on mobile banking and other digital tools to enhance banking experiences.

Skills

Accountability

Banking

Building Trust

Business Banking

Estate Planning Advice

Financial Products

Investment Funds

Investment Planning

Investments

Lending

Mutual Funds

Payment Systems

Prioritization

Relationship Building

Retail Credit

Retirement Planning Services

Wealth Protection

Education

Mutual Funds License (Canadian Securities Course)

Investment Funds in Canada

Job description

Canadian Imperial Bank of Commerce (CIBC) is hiring a Financial Services Representative for its Banking Centre in Burnaby. You will engage clients, assess personal and business goals, and tailor financial solutions while supporting a broad suite of banking products.

Flexibility to travel between centres and weekend/evening hours may be required. The role emphasizes building trusted client relationships, providing proactive service, and leveraging mobile banking tools.