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

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

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

13 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 career 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 robust 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 (St-Bruno-de-Montarville)
🏢 CIBC
📍 St-Bruno-de-Montarville

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