30 Oct
|
CIBC
|
Quebec City
Serve CIBC clients on-site at Marché Central in Montréal using financial planning and relationship-building skills. Provide tailored guidance across personal and business banking needs.
As a Financial Services Representative, you’ll work with CIBC’s Personal and Business Banking team. You’ll understand clients’ goals, recommend financial products and solutions, and support their success. Your work includes cash management, credit, investments, wealth protection, and digital banking education.
Key Responsibilities: Meet clients to understand personal and business priorities
Recommend solutions and provide forward-looking financial plans
Build relationships through outreach and marketing activities
Connect clients with appropriate people and opportunities
Introduce mobile banking applications and explain their use
Requirements: Current Mutual Funds License accreditation in positive standing
Canadian Securities Course or Investment Funds In Canada
One year of client service and sales results experience
Critical thinking and goal-oriented approach
Flexibility for evenings, weekends, and multiple banking centres
Bring client service, financial product knowledge, and relationship-building skills to CIBC’s Montréal Marché Central Banking Centre team.
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📌 Financial Services Representative Montreal (Quebec City)
🏢 CIBC
📍 Quebec City