Financial Services Representative II - CIBC, Port Mcneill

About the role

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. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our 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 where you will make a meaningful difference in our clients lives. You are flexible to work our banking centre hours which may include evenings and weekends, and you are flexible to work at multiple banking centres within a reasonable travel distance. To successfully perform the work, you will be on-site full-time.

What you'll do

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.

• 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

We look for individuals who put our clients first, are goal oriented, know that details matter, are passionate about people, love to learn, and embody our values of trust, teamwork, and accountability.

• 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.
• Prior banking experience in a similar capacity is considered an asset.

About the company

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. We aspire to give you a career, rather than 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
• Purpose Day, a paid day off dedicated for you to use to invest in your growth and development