Relationship Banking Advisor II

CIBC US; Golden; On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Job summary

CIBC in Golden, Canada, is hiring a Financial Services Representative to build relationships with clients in a fast-paced banking centre. You will understand clients’ financial goals and offer tailored solutions across cash management, credit, investments and protection products.

The role requires on-site work and flexibility for evenings and weekends. You will engage clients, grow your network, and guide them to mobile banking tools for convenient service.

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Current accreditation/certification in mutual funds and securities is an asset.
• Flexibility to work banking centre hours including evenings and weekends.

Responsibilities

• Client engagement—Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Relationship building—Grow network, deepen existing relationships, and work as a team to connect clients with the right people and opportunities.
• Leveraging technology—Introduce clients to mobile banking applications and tools to manage banking needs.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Result-Oriented

Education

Mutual Funds License

Canadian Securities Course

Investment Funds In Canada

Job description

CIBC in Golden, Canada, is hiring a Financial Services Representative to build relationships with clients in a fast-paced banking centre. You will understand clients’ financial goals and offer tailored solutions across cash management, credit, investments and protection products.

The role requires on-site work and flexibility for evenings and weekends. You will engage clients, grow your network, and guide them to mobile banking tools for convenient service.