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.
📌 Financial Services Representative Saint-Jérôme (Canada)
🏢 CIBC
📍 Canada