Financial Services Representative II

CIBC · kelowna, regional district of central okanagan, Canada

Location
kelowna
Job Type
Full-time
Posted
July 04, 2026

Job Description

What You'll Be Doing

As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that help their financial success. You’re flexible to work banking centre hours, which may include evenings and weekends, and at multiple banking centres within a reasonable travel distance. To deliver a great client experience, you’ll work on‑site full‑time.

How You’ll Succeed

  • 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...

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