Financial Services Representative Campbell River

Serve CIBC clients onsite in Campbell River using relationship building and tailored financial advice. Help personal and business clients pursue their goals.

As a Financial Services Representative II within Personal and Business Banking, you will foster client relationships and understand financial priorities. You will recommend suitable products and solutions, including cash management, credit, investments, and wealth protection. The regular schedule is 37.5 weekly hours, with banking centre hours that may include evenings and weekends.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Recommend solutions and provide forward-looking financial plans
• Conduct marketing and outreach activities with clients
• Deepen relationships and connect clients with appropriate partners
• Introduce mobile banking applications and support digital adoption

Requirements:

• Current Mutual Funds License accreditation in good standing
• Canadian Securities Course or Investment Funds In Canada
• One year experience working with clients and achieving sales results
• Client-first, goal-oriented, and detail-focused approach
• Flexibility to work onsite across multiple banking centres

Bring client service, financial products knowledge, and digital literacy to CIBC’s Campbell River banking centre team.