Financial Services Representative

About CIBC

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, empowering you to make a meaningful impact and be truly valued for who you are and what you contribute.

As a member of the Personal and Business Banking team, you’ll work in a fast- paced Banking Centre and make a meaningful difference in our clients’ lives.

• Build and foster key relationships with clients, understanding their financial and personal goals.
• Provide tailored, informative service and recommend the right products and solutions that support their financial success.
• Deliver a great client experience, including flexibility to work evenings, weekends, and multiple banking centres within a reasonable travel distance.

• Client engagement – Meet with clients to understand their priorities, advise them on solutions, and build forward-looking financial plans using cash management, credit, investment, and wealth protection knowledge.
• Relationship building – Engage in marketing and outreach activities, grow your network, deepen existing relationships, and collaborate as a team to connect clients to the right people and opportunities.
• Leveraging technology – Become a technology expert, introduce clients to mobile banking applications, and help them manage their banking needs more efficiently.

• You are client-first, purpose-driven, goal-oriented, and detail-focused.
• You possess strong critical-thinking and decision-making skills.
• You are passionate about people, learning, and building trust through respect and authenticity.
• You hold current accreditation:
  Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and are in good standing.
• You demonstrate at least 1 year of client-facing experience with sales results.
• Prior banking experience in a similar capacity is an asset.
• You embrace CIBC’s values of trust, teamwork, and accountability.

• Competitive salary and incentive pay.
• Banking benefits and a benefits program.
• Defined benefit pension plan.
• Employee share purchase plan.
• Vacation offering and wellbeing support.
• Moment Makers, a points-based recognition program.
• Paid Purpose Day for personal growth and development.

• Job Location:
  
  Nanaimo – Port Place Shopping Centre.
• Employment Type:
  
  Regular.
• Weekly
  
  Hours:
  
  37.5.
• Key
  
  Skills:
  
  Client Service, Customer Experience, Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented.

CIBC is committed to creating an inclusive environment where all team members and clients feel they belong. If you need accommodation, please contact Mailb

All roles posted are opportunities we’re actively recruiting for, unless otherwise stated. You must be legally eligible to work at the specified location and may be asked to complete attribute-based assessments or other skill tests.