Enhance client relationships in the role of Financial Services Representative at CIBC, located in Ormstown. This on-site full-time position focuses on delivering personalized financial services and solutions.

As part of the evolving Personal and Business Banking team, your role centers on understanding client needs and recommending the right financial products. You will actively engage with clients, foster strong relationships, and leverage technology to improve their banking experience. This position requires flexibility, as it may involve working in multiple banking centers.

Key Responsibilities:
• Consult with clients to identify their financial aspirations
• Provide expert advice on cash management and investment solutions
• Strengthen community ties through effective outreach




• Guide clients in utilizing our digital banking tools
• Draft comprehensive financial plans for client success

Requirements:
• 1 year of relevant experience in client interactions
• Valid Mutual Funds License or recognized certification
• Comfortable providing financial product advice
• Excellent communication and networking skills
• Results-driven with a robust focus on details

Bring your relationship management expertise to make an impact as a Financial Services Representative at CIBC in Ormstown.
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📌 Financial Services Representative at CIBC (Quebec City)
🏢 CIBC
📍 Quebec City