Client-Focused Financial Services Role (St-Bruno-de-Montarville)

Client-Focused Financial Services Role (St-Bruno-de-Montarville)

11 Sep
|
CIBC
|
St-Bruno-de-Montarville

11 Sep

CIBC

St-Bruno-de-Montarville

Make a difference at CIBC in Saint-Bruno as a Financial Services Representative. You’ll foster relationships and provide customized financial services while embracing your strengths. In this full time position, you’ll play a vital role in our Personal and Business Banking team.

You’ll engage with clients to understand their goals and offer tailored financial products that support their success. Flexibility is key, as you'll cover multiple banking centres, ensuring high-quality customer service. Key Responsibilities:

- Assess and understand client financial objectives
- Advise clients with suitable financial solutions
- Conduct outreach to deepen client relationships
- Guide clients in using mobile banking tools
- Commit to ongoing professional development

Requirements:

- Minimum 1 year of client service experience
- Valid Mutual Funds License and current accreditation
- Familiarity with investment and cash management strategies
- Ability to work at various banking locations
- Detail-oriented with strong problem-solving abilities

Bring your passion for helping clients and your financial expertise to CIBC in Saint-Bruno.

📌 Client-Focused Financial Services Role (St-Bruno-de-Montarville)
🏢 CIBC
📍 St-Bruno-de-Montarville

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.

Subscribe to this job alert:

Get the latest job offers by email for: client-focused financial services role (st-bruno-de-montarville) / st-bruno-de-montarville

Subscribe to this job alert:

Get the latest job offers by email for: client-focused financial services role (st-bruno-de-montarville) / st-bruno-de-montarville