Financial Representative CIBC

Position: Financial Representative with CIBC
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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