Financial Services Representative Universal Banker

Client engagement and financial planning define this on-site Universal Banker role with CIBC in Comox. Recommend products, solutions, and digital banking options.

As a Financial Services Representative Universal Banker, you will serve personal and business clients in a Banking Centre. You will understand priorities, provide forward-looking financial plans, and recommend suitable financial products. The role emphasizes relationship building, outreach, mobile banking applications, and client experience. You will work full-time on-site, with flexibility for evenings, weekends, and multiple Banking Centres within reasonable travel distance.

Key Responsibilities:

• Meet clients to understand personal and business priorities
• Advise clients on solutions and provide financial plans
• Recommend products supporting clients’ financial success
• Conduct outreach and marketing activities within communities
• Introduce clients to CIBC mobile banking applications

Requirements:

• One year of client and sales results experience
• Current Mutual Funds License accreditation in good standing
• Client-first, goal-oriented approach to service
• Critical thinking and attention to detail
• Flexibility for on-site hours, evenings, and weekends

Use client service, financial planning, and digital banking expertise to support CIBC clients as a Comox Universal Banker.

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