CIBC Financial Services Representative Role (Montreal)

CIBC Financial Services Representative Role (Montreal)

17 Oct
|
CIBC
|
Montreal

17 Oct

CIBC

Montreal

Make a meaningful impact as a Financial Services Representative at CIBC, where client priorities come first. Build relationships, advise clients, and leverage technology in this full-time role.
Join CIBC's Personal and Business Banking team in the Cote-Des-Neiges & Edouard Mont area. You'll engage clients, understand their financial goals, and recommend tailored solutions. Robust communication and relationship-building skills are essential for success in this position, along with a commitment to delivering exceptional client experiences.
Key Responsibilities:
• Meet clients to understand financial and personal goals
• Advise on financial solutions tailored to client needs
• Engage in client outreach and marketing activities




• Introduce clients to mobile banking technologies
• Foster ongoing relationships with clients and communities
Requirements:
• One year experience in client interaction and sales
• Current Mutual Funds License or equivalent accreditation
• Strong knowledge of financial products and services
• Excellent communication and relationship management skills
• Flexibility to work weekends and evenings
Bring your passion for client service and financial expertise to CIBC and help clients achieve their financial aspirations.
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📌 CIBC Financial Services Representative Role (Montreal)
🏢 CIBC
📍 Montreal

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