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 strong 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 • Versatile 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 (Winnipeg)
🏢 CIBC
📍 Winnipeg