Relationship-Driven Banking Advisor

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

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC in Canada is seeking a Financial Services Representative to engage clients at a busy banking centre. You will advise on financial solutions, build enduring client relationships, and help clients reach their financial goals. Flexibility for evenings and weekends is required.

You'll travel to multiple centres within a reasonable distance and work on-site full-time, leveraging technology and a client-first approach to deliver great service.

Qualifications

• Meet client needs with tailored financial solutions.
• Advise on cash management, credit, investments, and wealth protection.
• Proven ability to build relationships and grow client networks.

Responsibilities

• Meet clients to understand personal and business priorities and create financial plans.
• Provide tailored service and recommend suitable products and services.
• Support clients across multiple banking centres within travel distance.

Skills

Client engagement

Sales experience

Communication

Financial knowledge

Education

Mutual Funds License (CSC)

Investment Funds in Canada

Tools

CRM software

Job description

CIBC in Canada is seeking a Financial Services Representative to engage clients at a busy banking centre. You will advise on financial solutions, build enduring client relationships, and help clients reach their financial goals. Flexibility for evenings and weekends is required.

You'll travel to multiple centres within a reasonable distance and work on-site full-time, leveraging technology and a client-first approach to deliver great service.