Financial Services Representative II - CIBC, Penticton

Position Summary

Join CIBC, a relationship-oriented bank dedicated to empowering talented, passionate professionals who are committed to doing what’s right for our clients. At CIBC, we embrace your strengths and ambitions, providing what you need to make a meaningful impact and be truly valued for your contributions.

As a Financial Services Representative II within the Personal and Business Banking team, you will thrive in a dynamic Banking Centre environment in Penticton, BC. Your primary focus will be to foster key relationships with clients, deeply understand their financial and personal goals, and provide informative, tailored service. You will 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 ensure a great client experience.

Your Impact

In this role, you will make a tangible difference in our clients’ lives by guiding them towards their financial aspirations. Your success will be driven by your ability to connect, advise, and leverage technology effectively.

• 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.

What You'll Bring

We are seeking individuals who are client-focused, driven by goals, attentive to detail, passionate about people, and eager to learn. Your unique qualities and professional experience will be key to your success in this Financial Services Representative role.

• You put our clients first. You engage with purpose to find the right solutions and go the extra mile because it’s the right thing to do.
• You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don't, and your critical thinking skills inform your decision making.
• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners, building trust through respect and authenticity.
• You love to learn. You’re passionate about growing your knowledge, understanding there is no limit to what you can achieve.
• You’re a certified professional. You have 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. You bring your real self to work and live our values – trust, teamwork, and accountability.

About CIBC

At CIBC, your professional goals are a priority. We start with your strengths and ambitions as an employee, striving to create opportunities to tap into your full potential. Our aim is to offer you a fulfilling career, not just a paycheck.

• Competitive salary
• Incentive pay
• Banking benefits
• A benefits program*
• Defined benefit pension plan*
• An employee share purchase plan
• A vacation offering
• Wellbeing support
• MomentMakers, our social, points-based recognition program.

We cultivate 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 modern spaces and technological toolkit are designed to bring together great minds to create innovative solutions that make a difference for our clients. (*Subject to plan and program terms and conditions)

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We welcome applicants with a wide range of abilities and provide an accessible candidate experience. If you require accommodation, please contact Mailbox.careers-carrieres@cibc.com. We are committed to clarity in our hiring process; all posted roles are actively recruiting opportunities unless otherwise stated. You must be legally eligible to work at the specified location(s) and, where applicable, possess a valid work or study permit.