Financial Services Role at CIBC Ormstown (Quebec City)

Financial Services Role at CIBC Ormstown (Quebec City)

28 Aug
|
CIBC
|
Quebec City

28 Aug

CIBC

Quebec City

Make a difference in clients' lives as a Financial Services Representative at CIBC in Ormstown. This full-time position emphasizes client engagement and utilizes your financial knowledge to provide tailored solutions.

As a part of the Personal and Business Banking team, you will work in office in our Banking Centre. Your primary focus will be to connect with clients, understand their financial needs, and recommend suitable products. With responsibilities that include relationship building and leveraging technology, you'll enhance customer experience while fostering a client-first culture.

Key Responsibilities:
• Engage clients to discuss personal and business financial priorities
• Advise on cash management, credit, and investment strategies




• Build relationships through marketing and outreach initiatives
• Introduce clients to mobile banking applications
• Provide personalized financial planning based on client needs

Requirements:
• 1 year client service experience with sales results
• Current Mutual Funds License or equivalent accreditation
• Familiarity with banking products and services
• Strong communication and relationship-building skills
• Critical thinking and detail-oriented approach

Leverage your passion for client service and financial expertise at CIBC in Ormstown.
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📌 Financial Services Role at CIBC Ormstown (Quebec City)
🏢 CIBC
📍 Quebec City

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