Relationship Banking Advisor II

CIBC; Campbell River; On-site; CAD 41,000 - 53,000; Full time

Job summary

A leading Canadian bank is seeking a Financial Services Representative in Campbell River, responsible for fostering client relationships and providing tailored financial solutions. The ideal candidate is client-oriented, with at least one year of experience in customer service and holds a Mutual Funds License. This full-time position offers competitive compensation and requires flexibility to work in various banking centers. Join us to help clients achieve their financial goals while receiving personal growth opportunities.

Benefits

Competitive compensation

Banking benefits

Well-being support

Employee assistance programs

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Current accreditation and good standing in Mutual Funds License.
• Prior banking experience is an asset.

Responsibilities

• Meet with clients to understand their financial goals and provide tailored service.
• Engage in marketing and outreach activities to strengthen client relationships.
• Introduce clients to mobile banking applications.

Skills

Client engagement

Relationship building

Leveraging technology

Goal oriented

Critical thinking

Passionate about people

Lifelong learning

Sales experience

Education

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

Job description

A leading Canadian bank is seeking a Financial Services Representative in Campbell River, responsible for fostering client relationships and providing tailored financial solutions. The ideal candidate is client-oriented, with at least one year of experience in customer service and holds a Mutual Funds License. This full-time position offers competitive compensation and requires flexibility to work in various banking centers. Join us to help clients achieve their financial goals while receiving personal growth opportunities.