Client-Focused Financial Services Expert (Quebec City)

Client-Focused Financial Services Expert (Quebec City)

26 Aug
|
CIBC
|
Quebec City

26 Aug

CIBC

Quebec City

Join CIBC as a Financial Services Representative dedicated to client success in Val-des-Sources. This full-time position focuses on nurturing relationships and providing customized financial solutions.

Working with our Personal and Business Banking team, you will play a vital role in understanding clients’ needs and offering tailored financial advice. Your ability to leverage technology and provide a forward-thinking financial plan will directly contribute to client satisfaction and success.

Key Responsibilities:
• Consult with clients about their financial goals
• Lead initiatives for client engagement and relationship building
• Demonstrate technology solutions for enhanced banking
• Collaborate with team members to maximize client connections
• Advance knowledge in financial products and services

Requirements:
• Active Mutual Funds License required
• Minimum one year experience with client relations
• Robust goal-setting and achieving mindset
• Ability to work flexible hours, including evenings
• Commitment to values of trust and accountability

Drive meaningful financial interactions as part of CIBC's innovative team.
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📌 Client-Focused Financial Services Expert (Quebec City)
🏢 CIBC
📍 Quebec City

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