Flexible Banking Advisor — Client-Focused Financial Solutions

CIBC; Banff; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Competitive salary

Banking benefits

Pension plan

Employee share purchase plan

Vacation

Wellbeing support

MomentMakers recognition program

Purpose Day

Job summary

CIBC in Calgary-Chinook Station is seeking a Financial Services Representative to engage clients, understand their goals, and tailor solutions that support financial success. You’ll work in a fast-paced banking centre and be on-site full-time, with hours that may include evenings and weekends and travel to nearby centres as needed.

This role emphasizes relationship building, leveraging technology, and delivering informed service.

Qualifications

• Must have Mutual Funds License or Canadian Securities Course (or equivalent).
• 1 year of client-facing sales experience; banking experience is a plus.
• Legally eligible to work in Canada at the specified location.
• Willingness to work at multiple banking centres within a reasonable travel distance.

Responsibilities

• Client engagement: meet with clients to understand priorities and advise on financial solutions.
• Relationship building: engage in marketing and outreach to expand network and cross-sell offerings.
• Leveraging technology: introduce clients to mobile banking apps and digital tools to manage banking needs.

Skills

Client engagement

Relationship building

Technology proficiency

Attention to detail

People-focused

Learning mindset

Professional certification

Client service

Education

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

Job description

CIBC in Calgary-Chinook Station is seeking a Financial Services Representative to engage clients, understand their goals, and tailor solutions that support financial success. You’ll work in a fast-paced banking centre and be on-site full-time, with hours that may include evenings and weekends and travel to nearby centres as needed.

This role emphasizes relationship building, leveraging technology, and delivering informed service.