Join CIBC as a Financial Services Representative in Montreal, where you’ll work with clients to align their financial goals with tailored solutions. Engage in meaningful relationships and provide exceptional service at our banking center. As part of the Personal and Business Banking team, you will engage clients to understand their needs and provide financial recommendations.
This full-time role requires flexibility to work in office, including evenings and weekends, while fostering a culture of inclusivity and teamwork. Key Responsibilities:
Meet clients to discuss personal and business financial priorities
Advise on cash management, credit, and investment products
Build relationships through marketing and outreach activities
Leverage technology for improved client banking experiences
Collaborate with team members to enhance client solutions Requirements:
1+ year experience in client-focused roles
Valuable standing Mutual Funds License required
Robust client engagement and relationship-building skills
Excellent attention to detail and critical thinking
Passion for continuous learning and development Empower clients through tailored solutions, relationship management, and expert financial guidance at CIBC in Montreal.
📌 Cibc Financial Services Representative Montreal
🏢 CIBC
📍 Montreal
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