Financial Services Advisor - Client Growth and Planning

CIBC; Prince Rupert; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Benefits package

Pension plan

Employee share plan

Vacation time

Wellbeing support

MomentMakers

Job summary

CIBC is seeking a Financial Services Representative in Prince Rupert to provide tailored financial guidance and services in a fast-paced banking centre. You will engage clients, advise on cash management and financial solutions, and support their goals, with on-site work 37.5 hours a week and potential travel to nearby centres.

Responsibilities include client engagement, relationship building, and leveraging mobile banking tools to enhance client experience.

Qualifications

• Client-focused and goal-oriented approach.
• Certified professional with Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and 1 year client experience.

Responsibilities

• Client engagement to understand personal/business priorities and advise on solutions.
• Build relationships through outreach to value clients and communities.
• Leverage technology by guiding clients to mobile banking apps and digital tools.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC is seeking a Financial Services Representative in Prince Rupert to provide tailored financial guidance and services in a fast-paced banking centre. You will engage clients, advise on cash management and financial solutions, and support their goals, with on-site work 37.5 hours a week and potential travel to nearby centres.

Responsibilities include client engagement, relationship building, and leveraging mobile banking tools to enhance client experience.