Financial Services Expert at CIBC

Make a difference at CIBC as a Financial Services Representative in Coquitlam Town Centre. Connect with clients and provide efficient financial solutions that meet their needs.

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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