Financial Services Representative Beaverton

Serve CIBC clients on-site in Beaverton through tailored financial advice, relationship building, and technology-enabled banking support.

As a Financial Services Representative II, you will support Personal and Business Banking clients in a Banking Centre. You will understand personal and business priorities, recommend financial products and solutions, and help clients pursue their goals. The position requires a current Mutual Funds License and client-facing sales experience.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend solutions involving cash management, credit, investments, and wealth protection
• Provide forward-looking financial planning and tailored service
• Build relationships through marketing and community outreach activities
• Introduce clients to CIBC mobile banking applications

Requirements:

• Current Mutual Funds License in good standing
• Canadian Securities Course or Investment Funds In Canada accreditation
• One year of client experience and sales results
• Goal-oriented, detail-focused, and critical-thinking approach
• Flexibility for banking centre hours and multiple locations

Use client service, financial products, and digital literacy to support CIBC clients and relationships in Beaverton.