Relationship-Focused Financial Services Advisor

CIBC US; Fort St. John; On-site; CAD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Pension plan

Employee stock purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC in Fort Saint John, BC, is seeking a Financial Services Representative to build client relationships and provide tailored banking solutions. This on-site role involves engaging clients, guiding them toward financial plans, and using digital tools to enhance their banking experience.

The successful candidate will work in a fast-paced Banking Centre, may travel to other centres, and operate full-time with evenings and weekend shifts as needed. A strong client-first approach is essential.

Qualifications

• Client-focused service orientation and ability to understand client needs.
• Willingness to work at multiple banking centres within reasonable travel distance.
• Legally eligible to work in Canada and able to obtain required accreditation.

Responsibilities

• Meet with clients to understand personal and business goals and advise on solutions.
• Foster relationships to connect clients with the right people and opportunities.
• Promote and explain CIBC mobile banking and other digital tools to clients.

Skills

Client engagement

Relationship building

Digital literacy

Communication

Job description

CIBC in Fort Saint John, BC, is seeking a Financial Services Representative to build client relationships and provide tailored banking solutions. This on-site role involves engaging clients, guiding them toward financial plans, and using digital tools to enhance their banking experience.

The successful candidate will work in a fast-paced Banking Centre, may travel to other centres, and operate full-time with evenings and weekend shifts as needed. A strong client-first approach is essential.