Financial Services Representative Victoria

Serve Victoria clients on-site as a Financial Services Representative, using relationship building and financial product knowledge to provide tailored guidance.

As part of CIBC’s Personal and Business Banking team, you will work in a Banking Centre serving personal and business priorities. You will understand goals, recommend solutions, and provide a forward-looking financial plan. Your work includes cash management, credit, investments, and wealth protection.

Key Responsibilities:

• Meet clients and understand personal and business priorities
• Advise clients on suitable financial solutions
• Build networks through marketing and outreach activities
• Connect clients with appropriate people and opportunities
• Introduce mobile banking applications to clients

Requirements:

• Current Mutual Funds License accreditation in good standing
• At least one year working with clients
• At least one year achieving sales results
• Critical thinking and attention to detail
• Flexibility for evenings, weekends, and multiple banking centres

Bring client service, goal planning, and financial product expertise to CIBC’s on-site Banking Centre team in Victoria.