Financial Services Representative at CIBC

Location: Quesnel

Elevate your career as a Financial Services Representative with CIBC, where you’ll impact client lives in a vibrant, on-site Banking Centre. Engage with clients to provide tailored financial solutions and inclusive banking services.

CIBC is seeking a dedicated Financial Services Representative II for their Personal and Business Banking team in Quesnel. You will utilize your knowledge in cash management and investments to help clients achieve their financial goals. Relationship building and leveraging technology are crucial as you deepen client connections through outreach and innovative banking solutions.

Key Responsibilities:

• Meet clients to understand their financial priorities

• Advise on cash management, credit, and investment solutions

• Engage in outreach to enhance client relationships

• Introduce clients to mobile banking technologies

• Collaborate with team members for client satisfaction

Requirements:

• 1 year of client-facing sales experience

• Current accreditation with mutual funds

• Goal-oriented and detail-focused mindset

• Strong critical thinking and authenticity

• Passionate about client engagement and learning

Drive client-centric solutions and grow your professional network at CIBC in Quesnel.
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