Financial Services Representative - CIBC, Prince Rupert

Position summary

CIBC is building a relationship-oriented bank for the modern world. They need talented, passionate professionals who are dedicated to doing what is right for their clients. At CIBC, team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

As a member of the Personal and Business Banking team, you will work in a fast-paced Banking Centre in Prince Rupert where you will make a meaningful difference in clients' lives.

Day-to-day

As a Financial Services Representative, 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 banking centre hours which may include evenings, weekends, and multiple locations within a reasonable travel distance.

You will succeed through client engagement, relationship building, and leveraging technology:

• 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.
• 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.
• Become a technology expert by introducing clients to mobile banking applications to help them better manage their banking needs.

Skills and experience

To qualify for these finance jobs in Prince Rupert, candidates must meet specific professional and behavioral criteria:

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• 1 year experience in working with clients and achieving sales results.
• Prior banking experience in a similar capacity is considered an asset.
• Put clients first and engage with purpose to find the right solutions.
• Goal-oriented and motivated by accomplishing goals and delivering your best.
• Strong attention to detail and critical thinking skills.
• Passionate about people, building trust through respect and authenticity, and loving to learn.

About the company

CIBC offers a supportive work environment designed to help you thrive, recognizing employee goals in personalized ways:

• Competitive salary and incentive pay
• Banking benefits and employee share purchase plan
• Benefits program and defined benefit pension plan
• Vacation offering and wellbeing support
• MomentMakers social, points-based recognition program
• Purpose Day, a paid day off dedicated to investing in your growth and development