Elevate client engagement as a Financial Services Representative at CIBC in Sainte Julie, QC, providing tailored banking solutions and fostering meaningful relationships.
This full-time role in Personal and Business Banking requires a solid focus on client needs and goals. You’ll employ your expertise in cash management, credit, and investments to advise clients effectively. Being part of a relationship-oriented bank offers a chance to make a genuine impact in your community.
Key Responsibilities:
• Engage with clients to understand their personal and business priorities
• Provide informed financial planning and product recommendations
• Participate in marketing activities to strengthen client relationships
• Introduce clients to mobile banking solutions and tools
• Collaborate with teammates to ensure a holistic banking experience
Requirements:
• 1 year of client-facing sales experience
• Current Mutual Funds License or equivalent accreditation
• Strong critical thinking and detail-oriented mindset
• Flexible to work evenings and weekends
• Passion for continuous learning and growth
Use your expertise and people skills at CIBC to build lasting client relationships and drive success.
#J-18808-Ljbffr
📌 CIBC Financial Services Representative Position (Quebec City)
🏢 CIBC
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.