Serve CIBC clients on-site in Lévis by combining relationship building with tailored financial guidance and digital banking support. Work full-time at a banking centre.
As a Financial Services Representative within Personal and Business Banking, you will understand clients’ personal and business priorities. You will recommend financial products and solutions supporting their goals. Your work includes client engagement, cash management, credit, investments, wealth protection, and mobile banking applications.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend tailored financial products and solutions
- Provide forward-looking financial plans for client goals
- Build relationships through marketing and outreach activities
- Introduce clients to mobile banking applications
Requirements:
- Current Mutual Funds License accreditation in positive standing
- At least one year working with clients
- At least one year achieving sales results
- Client-first, goal-oriented, detail-focused approach
- Flexibility for banking centre evenings and weekends
Bring financial products knowledge, client service, and relationship-building skills to CIBC’s Lévis banking centre team.
📌 Financial Services Representative Lévis (Levis)
🏢 CIBC
📍 Levis