Become a Financial Services Representative at CIBC, located in Montreal-Decarie & Ferrier. Build meaningful client relationships while delivering exceptional financial solutions in a dynamic banking environment. As part of the Personal and Business Banking team, this full time, on-site role allows you to empower clients through understanding their goals and providing tailored financial advice.

Your ability to leverage technology will enhance the client experience, and you'll have various opportunities to foster relationships through outreach and marketing initiatives. Key Responsibilities:

- Meet clients to discuss their financial goals and needs
- Tailor services and products to assist client ambitions
- Participate in community outreach to enhance client engagement
- Educate clients on mobile banking and technological tools
- Create actionable financial plans for clients' success

Requirements:

- Minimum 1 year experience in client-facing roles
- Valid Mutual Funds License required
- Strong goal orientation and attention to detail
- Passion for building trust in diverse relationships
- Must meet legal work eligibility criteria

Utilize your financial knowledge and relationship skills to excel with CIBC in Montreal.

📌 Montreal Financial Services Expert at CIBC
🏢 CIBC
📍 Montreal