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 on-site, 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
- Good standing Mutual Funds License required
- Strong 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