Financial Services Representative Saint-Jérôme (Quebec City)

Financial Services Representative Saint-Jérôme (Quebec City)

22 Oct
|
CIBC
|
Quebec City

22 Oct

CIBC

Quebec City

Use client engagement and financial planning skills as a Financial Services Representative at CIBC in Saint-Jérôme, working full-time in office.
As part of Personal and Business Banking, you will build client relationships, understand personal and business priorities, and recommend tailored financial solutions. You will use cash management, credit, investment, and wealth protection knowledge while supporting clients’ financial goals.
Key Responsibilities: Meet clients to understand personal and business priorities
Provide advice and forward-looking financial plans
Recommend products and solutions supporting financial success
Build networks through marketing and outreach activities
Introduce clients to mobile banking applications
Requirements: Current Mutual Funds License accreditation in good standing
Canadian Securities Course or Investment Funds In Canada
One year of client and sales results experience
Critical thinking and goal-oriented decision making
Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, financial products knowledge, and digital literacy to CIBC clients at Centre D'Achats Saint-Jérôme.

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📌 Financial Services Representative Saint-Jérôme (Quebec City)
🏢 CIBC
📍 Quebec City

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