Financial Services Advisor II

CIBC; Regina; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee share plan

Vacation allowance

Wellbeing support

MomentMakers program

Job summary

CIBC Regina is seeking a Financial Services Representative to foster client relationships, understand personal and business goals, and tailor financial solutions. You’ll work in a fast-paced Banking Centre and may cover evenings and weekends, traveling between centres as needed.

On-site full-time role with emphasis on trust, service, and growing client wealth. Requires one year of client-facing sales experience; a Mutual Funds License is preferred.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Prior banking experience is an asset.
• Current Mutual Funds License or eligibility is required/preferred.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build and nurture client relationships and networks.
• Introduce clients to mobile banking apps and other digital tools.

Skills

Client engagement

Relationship building

Technology literacy

Sales experience

Financial services knowledge

Education

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

Job description

CIBC Regina is seeking a Financial Services Representative to foster client relationships, understand personal and business goals, and tailor financial solutions. You’ll work in a fast-paced Banking Centre and may cover evenings and weekends, traveling between centres as needed.

On-site full-time role with emphasis on trust, service, and growing client wealth. Requires one year of client-facing sales experience; a Mutual Funds License is preferred.