Job opportunity
Personal Banking Financial Advisor
CIBC
Help CIBC clients plan financially through relationship building, investment knowledge, and informative service at the Vancouver-Lonsdale and 16th banking centre.
This Financial Services Representative II serves clients across personal and business banking. You will explore financial and personal goals, apply knowledge of credit, cash management, investments, and wealth protection, and recommend tailored products. You will also connect clients with relevant people and opportunities.
Key Responsibilities:
Foster key relationships with personal and business clients
Understand clients’ financial and personal goals
Advise clients on products, solutions, and financial plans
Deepen relationships through outreach and network growth
Connect clients with appropriate people and opportunities
Requirements:
Client-first approach grounded in respect and authenticity
Goal-oriented mindset focused on achieving results
Attention to detail and strong critical thinking
Current Canadian Securities Course or Investment Funds in Canada accreditation
Prior banking experience is an asset
Use relationship building, goal planning, and financial knowledge to deliver tailored client service as a CIBC Financial Services Representative.
#J-18808-Ljbffr
Apply on source site This Financial Services Representative II serves clients across personal and business banking. You will explore financial and personal goals, apply knowledge of credit, cash management, investments, and wealth protection, and recommend tailored products. You will also connect clients with relevant people and opportunities.
Key Responsibilities:
Foster key relationships with personal and business clients
Understand clients’ financial and personal goals
Advise clients on products, solutions, and financial plans
Deepen relationships through outreach and network growth
Connect clients with appropriate people and opportunities
Requirements:
Client-first approach grounded in respect and authenticity
Goal-oriented mindset focused on achieving results
Attention to detail and strong critical thinking
Current Canadian Securities Course or Investment Funds in Canada accreditation
Prior banking experience is an asset
Use relationship building, goal planning, and financial knowledge to deliver tailored client service as a CIBC Financial Services Representative.
#J-18808-Ljbffr