Relationship-Focused Financial Services Advisor II

CIBC; Penticton; On-site; CAD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Penticton is seeking a Financial Services Representative to serve clients at our Banking Centre. You will understand clients' financial goals and tailor solutions using cash management, credit, investments, and wealth protection.

You’ll engage with clients, expand your network, and help clients manage their banking needs using our mobile apps. A focus on giving excellent service and building trusted relationships is essential.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Mutual Funds License or Canadian Securities Course is required or asset.
• Prior banking experience is an asset.

Responsibilities

• Meet with clients to understand personal and business priorities and provide financial planning.
• Engage in marketing and outreach to grow networks and referrals.
• Promote mobile banking apps and financial solutions to clients.

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 Penticton is seeking a Financial Services Representative to serve clients at our Banking Centre. You will understand clients' financial goals and tailor solutions using cash management, credit, investments, and wealth protection.

You’ll engage with clients, expand your network, and help clients manage their banking needs using our mobile apps. A focus on giving excellent service and building trusted relationships is essential.