Financial Services Advisor II - Client Growth & Planning

CIBC; Ottawa; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

MomentMakers recognition program

Employee share purchase plan

Defined benefit pension plan

Vacation offering

Job summary

CIBC is seeking a Financial Services Representative to join a fast-paced Banking Centre in Ottawa, working on-site full-time. You will engage clients, assess their needs, and guide them toward suitable banking solutions.

Travel between centres within a reasonable distance may be required. You’ll be part of a team focused on client relationships, with opportunities to use mobile banking tools and digital channels to enhance service.

Qualifications

• Client-facing financial guidance and service orientation.
• Ability to assess client needs and tailor solutions.
• Comfort with digital tools and mobile banking platforms.

Responsibilities

• Engage clients to understand personal and business goals and provide tailored financial planning.
• Build relationships and grow a client network through outreach and referrals.
• Promote and explain products and services to help clients achieve financial success.

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 to join a fast-paced Banking Centre in Ottawa, working on-site full-time. You will engage clients, assess their needs, and guide them toward suitable banking solutions.

Travel between centres within a reasonable distance may be required. You’ll be part of a team focused on client relationships, with opportunities to use mobile banking tools and digital channels to enhance service.