Relationship Banking Advisor II

CIBC; Winnipeg; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers

Job summary

CIBC in Winnipeg invites applicants for a Financial Services Representative role within the Personal and Business Banking team. You’ll engage with clients, understand their goals, and tailor financial solutions on-site full-time across multiple centres.

You’ll promote mobile banking, cash management, credit and wealth products, build trusted relationships, and contribute to a client-first culture through proactive service and community involvement.

Qualifications

• 1 year of client-facing sales experience.
• Mutual funds license (Canadian Securities Course or Investment Funds In Canada) current.
• Legally eligible to work in Winnipeg, Canada.

Responsibilities

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Engage in marketing and outreach activities to grow network, deepen relationships, and connect clients to the right people and opportunities.
• Introduce clients to our mobile banking applications and technology to better manage their banking needs.

Skills

Client engagement

Relationship building

Technology adoption

Sales experience

Financial services knowledge

Regulatory understanding

Education

Mutual funds license

Job description

CIBC in Winnipeg invites applicants for a Financial Services Representative role within the Personal and Business Banking team. You’ll engage with clients, understand their goals, and tailor financial solutions on-site full-time across multiple centres.

You’ll promote mobile banking, cash management, credit and wealth products, build trusted relationships, and contribute to a client-first culture through proactive service and community involvement.