CIBC Financial Services Representative

Join CIBC as a Financial Services Representative in Nanaimo, BC.

Your role will focus on client engagement, understanding financial goals, and providing tailored solutions in a full-time, on-site position.

As a key member of the Personal and Business Banking team, you'll thrive in a busy Banking Centre environment. Your primary responsibilities include fostering client relationships, utilizing your financial expertise for effective planning, and leveraging technology to enhance client experiences. This role requires flexibility to work at various locations during specified banking hours.

Key Responsibilities:

• Engage clients to understand personal and business priorities

• Advise on cash management, credit, and investment solutions

• Conduct outreach activities to strengthen client relationships

• Share knowledge on mobile banking applications and services

• Ensure clients are connected to relevant opportunities

Requirements:

• One year of client-facing experience with sales success

• Current Mutual Funds License or equivalent accreditation

• Prior banking experience is an asset

• Detail-oriented with strong critical thinking skills

• Passionate about continuous learning and people management

Bring your skills in financial advising, client relationships, and technology to thrive as a Financial Services Representative at CIBC.
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