Help CIBC clients plan financial success onsite through informed advice, product knowledge, and meaningful relationship building in Rosemere.
This Financial Services Representative supports Personal and Business Banking clients at CIBC. You’ll assess goals, provide tailored service, and recommend solutions across cash management, credit, investments, and wealth protection. Success also includes outreach, teamwork, digital literacy, and connecting clients with mobile banking applications.
Key Responsibilities: Understand clients’ financial and personal goals
Provide informative, tailored service and financial planning
Use financial products knowledge to advise clients
Deepen relationships through outreach and outbound calls




Help clients manage banking needs with mobile applications
Requirements: Mutual Funds License through Canadian Securities Course or Investment Funds In Canada
At least one year client and sales results experience
Passion for people, learning, and relationship development
Robust critical thinking and decision-making abilities
Ability to work onsite at multiple nearby banking centres
Use financial planning, client engagement, and digital literacy to deliver personalized banking experiences for CIBC clients.

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📌 Personal Banking Financial Advisor (Quebec City)
🏢 CIBC
📍 Quebec City