Senior Banking Advisor II — Personal & Business

CIBC; Campbell River; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition

Job summary

CIBC's Personal and Business Banking team in Campbell River seeks a Financial Services Representative to provide tailored financial guidance and solutions. This on-site, full-time role emphasizes client-first service, goal planning, and building lasting client relationships.

Flexibility for evenings, weekends, and travel among nearby banking centres is required. You’ll engage clients with cash management, credit, investments, and wealth protection insights, while promoting digital banking tools

Qualifications

• Client-focused with goal-oriented mindset and strong attention to detail.
• ,
• ],
• job_responsibilities_description[0]
• job_responsibilities_description[1]
• job_responsibilities_description[2]

Responsibilities

• Client engagement: meet with clients, understand priorities, advise on solutions, and build a forward-looking financial plan.
• Relationship building: market and outreach to grow network and connect clients to the right people.
• Leveraging technology: introduce clients to mobile banking apps and digital tools.

Skills

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results-oriented

Job description

CIBC's Personal and Business Banking team in Campbell River seeks a Financial Services Representative to provide tailored financial guidance and solutions. This on-site, full-time role emphasizes client-first service, goal planning, and building lasting client relationships.

Flexibility for evenings, weekends, and travel among nearby banking centres is required. You’ll engage clients with cash management, credit, investments, and wealth protection insights, while promoting digital banking tools