Financial Services Representative Saint-Jérôme

Financial Services Representative Saint-Jérôme

24 Oct
|
CIBC
|
Saint-Jérôme

24 Oct

CIBC

Saint-Jérôme

Serve CIBC clients onsite in Saint-Jérôme through tailored financial guidance, relationship building, and technology-enabled banking support. Full-time onsite work is required.

As a Financial Services Representative on the Personal and Business Banking team, you will work in a Banking Centre. You will understand personal and business priorities, recommend suitable products, and support financial goals. The position requires flexibility across nearby Banking Centres and banking centre hours, including evenings and weekends.

Key Responsibilities:

- Meet clients to understand personal and business priorities
- Recommend solutions using cash management, credit, investment, and wealth protection knowledge
- Build relationships through marketing and community outreach activities




- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications and support digital banking use

Requirements:

- Current Mutual Funds License accreditation in positive standing
- One year of client and sales results experience
- Client-first approach with critical thinking and goal orientation
- Passion for relationships, learning, and financial knowledge
- Flexibility for onsite work, nearby Banking Centres, evenings, and weekends

Bring client service, financial products knowledge, and relationship-building skills to CIBC’s Saint-Jérôme Banking Centre team.

📌 Financial Services Representative Saint-Jérôme
🏢 CIBC
📍 Saint-Jérôme

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