Relationship Banking Specialist

CIBC; Vancouver; On-site; CAD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Purpose Day

Paid time off

Job summary

CIBC in Vancouver is seeking a Financial Services Representative to deliver client-focused financial advice and solutions in a busy Banking Centre. You will work on-site full-time, with flexibility for evenings and weekends, supporting clients with a broad range of cash management, credit, and investment needs.

The role emphasizes relationship-building, leveraging technology, and delivering a forward-looking financial plan. A strong client focus and knowledge of banking products are essential.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current Mutual Funds License in good standing (or Canadian Securities Course).
• Legally eligible to work in Canada and able to work on-site at multiple Vancouver area banking centres.

Responsibilities

• Meet with clients to understand personal and business priorities and propose tailored financial solutions.
• Build and nurture client relationships and expand network across communities.
• Promote digital banking tools and services to enhance the client experience and drive adoption.

Skills

Client Service

Customer Experience

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

CIBC in Vancouver is seeking a Financial Services Representative to deliver client-focused financial advice and solutions in a busy Banking Centre. You will work on-site full-time, with flexibility for evenings and weekends, supporting clients with a broad range of cash management, credit, and investment needs.

The role emphasizes relationship-building, leveraging technology, and delivering a forward-looking financial plan. A strong client focus and knowledge of banking products are essential.