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Financial Services Representative at CIBC - ApplyBlast

Financial Services Representative

CIBC

5 months ago

4.3 on Glassdoor

Victoria, BC

Onsite

Full Time

Junior

0 applicants

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About this role

CIBC is seeking a Financial Services Representative to join the Personal and Business Banking team in Victoria. This role involves engaging with clients to understand their financial goals and recommending tailored solutions across various banking products. Candidates must possess a valid Mutual Funds License or Canadian Securities Course accreditation.

Responsibilities

Engage with clients to understand their financial goals.
Recommend tailored banking products and solutions.
Provide forward-looking financial plans.
Demonstrate knowledge of cash management and credit.
Advance professional standing through accreditation.

Skills

Qualifications

Mutual Funds LicenseCanadian Securities CourseInvestment Funds In Canada

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.