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 workplace. As part of the Personal and Business Banking team, this full-time, in office 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 prospects 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. #J-18808-Ljbffr

📌 Montreal Financial Services Expert At Cibc
🏢 CIBC
📍 Montreal