Elevate your career with CIBC as a Financial Services Representative, focusing on client engagement and support in a full-time, on-site banking role. Leverage your expertise to create impactful financial solutions tailored to client needs. Working within the Personal and Business Banking team, you will connect with clients across different locations.

Your role involves understanding their financial goals and providing personalized advice on products and services to foster robust relationships. Your proactive approach in utilizing technology will enhance client experiences while you work to meet and exceed their expectations. Key Responsibilities:
Assist clients with personalized financial plans
Advise on investment, credit, and cash management
Participate in marketing to reach new clients
Introduce clients to creative banking solutions
Strengthen community connections and networking Requirements:
Hold a valid Mutual Funds License
One year of demonstrated client service experience
Prior banking experience preferred
Strong critical thinking and attention to detail
Enthusiastic about personal and qualified growth Join CIBC to thrive in a culture that values trust and client success.

📌 Financial Services Expert With Cibc Montreal
🏢 CIBC
📍 Montreal