Become a valued Financial Services Representative at CIBC in Belleville, where customer engagement and financial solutions intersect. This full time position requires expertise in financial products and keen relationship-building skills. You will engage clients personally at our banking center, addressing their financial goals with tailored advice and support.
By maximizing your knowledge in wealth protection and investment, you’ll help them navigate their financial futures. Flexibility to work evenings and weekends is essential, as you may also serve clients at multiple locations. Key Responsibilities:
Assess clients’ financial needs and goals
Develop customized financial plans
Engage in client outreach to enhance connections
Educate clients on digital banking tools
Collaborate with colleagues to ensure optimal solutions Requirements:
1+ year of relevant client service experience
Current Mutual Funds License or equivalent
Robust commitment to client success
Critical thinking and problem-solving abilities
Willingness to travel to different banking centers Make a meaningful difference for clients as you grow your career with CIBC in Belleville.
📌 Cibc Belleville Financial Services Role (Canada)
🏢 CIBC
📍 Canada