Financial Services Advisor — Personal & Business Banking

Canadian Imperial Bank of Commerce; Selkirk; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Selkirk is seeking a Financial Services Representative to engage with clients, understand their financial goals, and provide tailored solutions. This full-time role emphasizes client service and the ability to work in a fast-paced environment with flexible hours, including evenings and weekends. The ideal candidate will possess strong relationship-building skills and current accreditation in financial products.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Wellbeing support

Vacation offering

Qualifications

• You have current accreditation and good standing Mutual Funds License.
• You can demonstrate 1 year experience working with clients and achieving sales results.
• It's an asset if you have prior banking experience.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities to deepen relationships.
• Share knowledge of mobile banking applications with clients.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results‑Oriented

Education

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

Job description

A leading financial institution in Selkirk is seeking a Financial Services Representative to engage with clients, understand their financial goals, and provide tailored solutions. This full-time role emphasizes client service and the ability to work in a fast-paced environment with flexible hours, including evenings and weekends. The ideal candidate will possess strong relationship-building skills and current accreditation in financial products.