Serve CIBC clients onsite in Blainville using relationship building and tailored financial guidance. Support personal and business banking needs at 37.5 weekly hours.
As a Financial Services Representative, you will work within CIBC’s Personal and Business Banking team. You will understand client goals, recommend suitable products and solutions, and provide informative service. The position requires current accreditation, mutual funds licensing, and flexibility across banking centres.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend solutions using cash management, credit, investment, and wealth protection
- Provide forward-looking financial plans for client goals
- Build relationships through marketing and outreach activities
- Introduce clients to mobile banking applications
Requirements:
- Current accreditation and good standing as a certified skilled
- Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
- One year experience working with clients and achieving sales results
- Critical thinking and goal-oriented decision making
- Flexibility for evenings, weekends, and multiple banking centres
Bring client engagement, financial product knowledge, and relationship-building skills to CIBC’s onsite Blainville banking centre.