Elevate client relationships as a Financial Services Representative at CIBC in La Prairie, QC. You’ll engage clients with tailored financial solutions and expertise across multiple banking centres.
This full-time role on the Personal and Business Banking team focuses on building meaningful connections and understanding client goals. As a representative, your work will involve client engagement, leveraging technology, and marketing outreach. Flexibility to accommodate banking centre hours is a must, including evenings and weekends.
Key Responsibilities:
• Meet clients and assess their personal and business financial goals
• Advise on products and create forward-looking financial plans
• Engage in outreach activities to strengthen community ties




• Utilize technology to introduce clients to mobile banking
• Foster relationships and connect clients to relevant opportunities
Requirements:
• 1 year of client-facing experience achieving sales results
• Certification and good standing in Mutual Funds License
• Detail-oriented with robust critical thinking skills
• Passionate about people and relationship-building
• Prior banking experience is an asset
Leverage your financial knowledge and passion for helping clients succeed at CIBC in La Prairie.
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📌 CIBC Financial Services Representative La Prairie
🏢 CIBC US
📍 La Prairie