CIBC Financial Services Representative Role (Quebec City)

CIBC Financial Services Representative Role (Quebec City)

11 Aug
|
CIBC
|
Quebec City

11 Aug

CIBC

Quebec City

Enhance your banking career as a Financial Services Representative at CIBC in Val-des-Sources. This role emphasizes client engagement, tailored service, and the ability to foster key relationships.

As part of the Personal and Business Banking team, you will work full-time on-site, dedicating yourself to understanding clients' financial goals. You will provide personalized guidance, recommend suitable financial products, and be a knowledgeable resource who leverages technology in client interactions.

Key Responsibilities:
• Meet clients to assess financial priorities
• Advise on cash management, credit, and investment options
• Build relationships through outreach and marketing initiatives




• Share knowledge of technology to enhance client experience
• Ensure clients are connected to relevant opportunities

Requirements:
• Licensed Mutual Funds professional in good standing
• One year of client service experience, preferably in banking
• Detail-oriented with robust critical thinking skills
• Passionate about building meaningful relationships
• Flexibility to work at multiple locations

Make a difference in clients' lives with your expertise in financial solutions at CIBC.
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📌 CIBC Financial Services Representative Role (Quebec City)
🏢 CIBC
📍 Quebec City

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