Personal Banking Specialist

2 days ago


Vancouver, British Columbia, Canada CIBC Full time
Job DescriptionAbout the Role

We're seeking a motivated and customer-focused individual to join our Personal and Business Banking team as an Associate Financial Advisor. This role is ideal for someone who enjoys building relationships and providing personalized financial solutions to clients.

Key Responsibilities
  1. Meet with clients to understand their financial goals and priorities, and provide tailored advice and solutions.
  2. Manage a portfolio of mortgage clients, deepening relationships and identifying opportunities for growth.
  3. Engage in marketing and outreach activities to grow your network and deepen existing relationships.
  4. Become a technology expert, sharing knowledge with clients and helping them manage their banking needs.
Requirements
  • 2-3 years of experience in providing financial advice to clients and achieving sales results through advice-based conversations.
  • Current accreditation and good standing in Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
  • Values-driven individual who embodies CIBC's values of trust, teamwork, and accountability.
What We Offer

At CIBC, we prioritize our employees' goals and strive to create opportunities for growth and development. Our comprehensive benefits package, competitive salary, and incentive pay ensure that our employees are valued and rewarded for their hard work.



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