Financial Services Representative - CIBC, Nanaimo

Role overview

We are building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what is right for our clients. As a member of the Personal and Business Banking team, you will work in a fast-paced Banking Centre where you will make a meaningful difference in our clients' lives.

As a Financial Services Representative at CIBC in Nanaimo, you will foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You are flexible to work our banking centre hours which may include evenings and weekends, and you will be on-site full-time.

Key duties

• Client engagement: Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building: Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology: Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Skills and experience

Candidates must align with the core competencies and professional standards required for this banking career:

• You put our clients first and engage with purpose to find the right solutions.
• You are goal oriented, motivated by accomplishing your goals and delivering your best to make a difference.
• You notice details that others do not and use critical thinking skills to inform decision making.
• You are passionate about people, find meaning in relationships, and build trust through respect and authenticity.
• You love to learn and are passionate about growing your knowledge.
• You have a current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• You can demonstrate 1 year experience in working with clients and achieving sales results.
• Prior banking experience in a similar capacity is considered an asset.

About the employer

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential, aiming to give you a career rather than just a paycheck. We recognize you in personalized ways and offer a comprehensive rewards package:

• Competitive salary and incentive pay
• Banking benefits and a robust benefits program
• Defined benefit pension plan
• Employee share purchase plan
• Vacation offering and wellbeing support
• MomentMakers, our social, points-based recognition program
• Purpose Day: a paid day off dedicated to invest in your growth and development