Client-Focused Financial Representative II (Montreal)

Client-Focused Financial Representative II (Montreal)

22 Aug
|
Canadian Imperial Bank of Commerce
|
Montreal

22 Aug

Canadian Imperial Bank of Commerce

Montreal

Make a difference with CIBC as a Client-Focused Financial Representative II in Ottawa. You'll engage deeply with clients' financial needs, providing tailored advice and leveraging technology.

As part of the Personal and Business Banking team, you will play a crucial role in helping clients meet their goals through personalized solutions. Your work environment is vibrant and client-centric, requiring flexibility in interactions across multiple banking locations. Your contributions directly impact clients' financial journeys.

Key Responsibilities:



• Serve clients to develop targeted financial strategies • Engage in outreach initiatives to strengthen relationships • Transform client banking experiences with technology • Help clients plan effectively for their financial futures • Work collaboratively within teams to deliver solutions

Requirements: • At least 1 year of experience in client service • Current accreditation in Mutual Funds • Solid skills in relationship building and teamwork • Goal-oriented and passionate about client success • Willingness to adapt to varying banking center hours

Bring your skills in financial services and client engagement to CIBC and create meaningful client relationships. #J-18808-Ljbffr

📌 Client-Focused Financial Representative II (Montreal)
🏢 Canadian Imperial Bank of Commerce
📍 Montreal

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