Financial Representative CIBC
Job in
Kamloops, BC, Canada
Listed on 2026-07-03
Listing for:
Canadian Imperial Bank of Commerce
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service, Financial Advisor / Consultant
Job Description & How to Apply Below
Drive client success as a Financial Services Representative II at CIBC in Kamloops, BC. Focus on building relationships and delivering personalized financial solutions every day.
In this full-time role, you'll become a key player within CIBC's Personal and Business Banking team. Your mission will be to engage clients by understanding their financial goals and recommending suitable products. With your knowledge in investments, credit, and cash management, you'll empower clients to make informed decisions about their finances.
Key Responsibilities:
• Meet clients to assess financial and personal priorities
• Develop relationships through community outreach
• Guide clients in using mobile and online banking tools
• Offer flexible service across various banking centres
• Create tailored financial plans for clients
Requirements:
• Minimum 1 year experience in financial services or sales
• Must possess a current Mutual Funds License
• Excellent problem-solving and critical thinking abilities
• Strong focus on client satisfaction and relationship building
• Willingness to work on-site with flexible hours
Provide exceptional customer experiences and utilize your financial knowledge to promote success at CIBC.
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