Transform client relationships at CIBC as a Financial Services Representative in Montreal-Decarie & Ferrier. Provide insightful financial advice and create tailored solutions that make a difference. In this full-time position within the Personal and Business Banking team, you will engage with clients to understand their financial aspirations and deliver personalized service.

Your role includes leveraging the latest technology and engaging in outreach activities to strengthen client connections. Flexibility is essential, as you may work across multiple banking centres during diverse hours. Key Responsibilities:
Conduct client meetings to evaluate financial priorities
Recommend relevant solutions for financial success




Build and maintain a robust client network
Introduce clients to creative banking technologies
Develop comprehensive financial plans tailored to client needs Requirements:
1 year of client service experience with sales achievements
Up-to-date accreditation for Mutual Funds License
Excellent interpersonal skills and attention to detail
Solid desire to deepen relationships within the community
Legal eligibility to work in specified locations Leverage your dedication and financial expertise to make a positive impact at CIBC.

📌 Client Focused Financial Services Role Montreal
🏢 CIBC
📍 Montreal