Join CIBC in Ormstown as a Client-Centric Financial Services Representative. Drive meaningful client engagements and deliver personalized financial solutions in a cooperative setting.
In this full time role, you will be instrumental in understanding and addressing client financial needs within the Personal and Business Banking team. Bring your expertise in cash management and investment solutions to help clients succeed in their financial journeys. You’ll also participate in outreach efforts to fortify community relationships and promote the bank’s services.
Key Responsibilities:
• Consult with clients to define their financial goals
• Recommend financial products for client success
• Participate in outreach initiatives to build community ties




• Facilitate onboarding for mobile banking applications
• Collaborate with colleagues to optimize client experiences
Requirements:
• Minimum one year of experience in financial services
• Certification in Mutual Funds or similar
• Proficient in financial product offerings
• Detail-oriented with a focus on problem-solving
• Enthusiastic about building long-term client relationships
Shape the future of banking through excellent client service at CIBC and support your community in Ormstown.
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📌 Client Centric Financial Services Role At Cibc Montreal
🏢 CIBC
📍 Montreal