Financial Services Advisor: Client Relationships & Growth

Canadian Imperial Bank of Commerce; British Columbia; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading Canadian bank in British Columbia is seeking a dedicated Financial Services Representative. You will work directly with clients, helping them achieve their financial goals through tailored solutions. The role offers competitive salary, banking benefits, and opportunities for career growth. You must have a Mutual Funds License and at least 1 year of client service experience. This is a full-time, on-site position requiring flexibility to work at different banking centres.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Recognition program

Qualifications

• 1 year experience working with clients and achieving sales results is required.
• Prior banking experience in a similar capacity is an asset.

Responsibilities

• Meet with clients to understand their financial needs and advise on solutions.
• Engage in marketing and outreach activities to strengthen client relationships.
• Introduce clients to mobile banking applications to assist with their banking needs.

Skills

Digital Literacy

Face to Face Customer Service

Outbound Calls

Proactive Behavior

Education

Mutual Funds License (Canadian Securities Course or Investment Funds in Canada)

Job description

A leading Canadian bank in British Columbia is seeking a dedicated Financial Services Representative. You will work directly with clients, helping them achieve their financial goals through tailored solutions. The role offers competitive salary, banking benefits, and opportunities for career growth. You must have a Mutual Funds License and at least 1 year of client service experience. This is a full-time, on-site position requiring flexibility to work at different banking centres.