Financial Services Expert at CIBC
Job in
Coquitlam, BC, Canada
Listed on 2026-06-24
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Banking & Finance, Bank Customer Service, Financial Sales, Financial Advisor
Job Description & How to Apply Below
This position focuses on building relationships within the Personal and Business Banking team.
Your role involves understanding client priorities and advising on best financial practices while utilizing modern banking technology. Flexibility in working hours supports client engagement.
Key Responsibilities:
• Meet clients to assess financial and personal objectives
• Provide advice on credit, investments, and cash management
• Conduct outreach for community engagement
• Share knowledge of mobile banking applications
• Collaborate with colleagues for client success
Requirements:
• Mutual Funds License (Canadian Securities Course)
• Minimum 1 year client service experience
• Banking experience is an advantage
• Strong attention to detail and communication skills
• Must hold valid professional accreditation
Capitalize on your relationship-building skills and support clients at CIBC in Coquitlam.
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