Financial Services Advisor II: Grow Client Wealth & Plans

CIBC US; Calgary; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Job summary

CIBC is hiring a Financial Services Representative in Calgary. You will engage clients to understand their personal and business goals, advise on solutions, and build lasting relationships inside a busy banking centre.

You’ll assess needs, promote banking products, and help clients achieve their financial objectives while adapting to flexible hours and travel between centres. On-site full-time role with a focus on client service and accuracy.

Qualifications

• 1 year of client-facing sales experience.
• Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
• Banking experience is an asset.

Responsibilities

• Engage clients to understand personal and business priorities and advise on solutions.
• Build relationships and network to connect clients with the right team and opportunities.
• Promote digital tools and mobile banking applications to enhance client experience.

Skills

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results oriented

Education

Mutual Funds License

Job description

CIBC is hiring a Financial Services Representative in Calgary. You will engage clients to understand their personal and business goals, advise on solutions, and build lasting relationships inside a busy banking centre.

You’ll assess needs, promote banking products, and help clients achieve their financial objectives while adapting to flexible hours and travel between centres. On-site full-time role with a focus on client service and accuracy.