Financial Services Representative II - CIBC, Kamloops

About this opportunity

CIBC is building a relationship-oriented bank for the modern world, and we need talented, passionate professionals dedicated to doing what’s right for our clients. If you're exploring CIBC jobs or CIBC careers in finance, this is an opportunity to join a team where your strengths and ambitions are embraced, empowering you to make a meaningful impact.

As a Financial Services Representative II, you'll be an integral member of the Personal and Business Banking team. Working in a fast-paced banking centre in Kamloops, BC, you'll foster key relationships with clients, understand their financial and personal goals, and provide tailored service. Your expertise will help recommend the right products and solutions to support their financial success. This role requires flexibility to work banking centre hours, which may include evenings and weekends, and to work at multiple banking centres within a reasonable travel distance to deliver a great client experience. This is a full-time, on-site position.

Day-to-day

In this Financial Services Representative II role, you'll drive client success through a range of key daily activities, ensuring our clients' banking needs are met and exceeded.

• Meet with clients to understand their personal and business priorities, advising them on solutions and providing a forward-looking financial plan.
• Utilise your knowledge of cash management, credit, investment, and wealth protection to help clients meet their financial goals.
• Engage in marketing and outreach activities to show clients you value them and their communities, deepening existing relationships and growing your network.
• Work as one team to ensure clients are connected to the right people and opportunities within CIBC.
• Become a technology expert, sharing your knowledge by introducing clients to our mobile banking applications to help them better manage their banking needs.

Skills and experience

CIBC is looking for individuals who embody specific qualities and possess relevant experience to excel in this finance role in Kamloops.

You consistently put our clients first, engaging with purpose to find the right solutions and going the extra mile because it's the right thing to do.

You are goal-oriented, motivated by accomplishing your objectives and delivering your best to make a difference.

You know that details matter, noticing things others don't, with critical thinking skills that inform your decision-making.

You are passionate about people, finding meaning in relationships and building trust through respect and authenticity within a diverse network of partners.

You love to learn, passionate about growing your knowledge and understanding there is no limit to what you can achieve in your banking career.

• You are a certified professional with 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.
• It’s an asset if you have prior banking experience in a similar capacity.

Values matter to you, and you bring your real self to work, living our values of trust, teamwork, and accountability.

Who you'll work with

You'll be joining a collaborative Personal and Business Banking team, where you'll work alongside colleagues dedicated to ensuring clients receive exceptional service. At CIBC, your goals are a priority, and we strive to create opportunities to tap into your potential, offering a career rather than just a paycheck.

• Competitive salary
• Incentive pay
• Banking benefits
• A comprehensive benefits program (subject to terms and conditions)
• Defined benefit pension plan (subject to terms and conditions)
• An employee share purchase plan
• A generous vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program

CIBC cultivates a culture where you can express your ambition through initiatives like Purpose Day, a paid day off dedicated for you to invest in your growth and development. Our spaces and technological toolkit are designed to bring together great minds to create innovative solutions that make a difference for our clients.