Serve CIBC clients in office in Sherbrooke through relationship building and tailored financial solutions. Use client engagement and digital banking knowledge daily.
As a Financial Services Representative on the Personal and Business Banking team, you’ll work full-time in a Banking Centre. You’ll understand personal and business priorities, provide informative service, and recommend suitable products. Your work supports clients’ financial goals through cash management, credit, investments, and wealth protection.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Advise clients on financial solutions and forward-looking plans
- Build relationships through marketing and outreach activities
- Connect clients with relevant people and opportunities
- Introduce mobile banking applications and digital tools
Requirements:
- Current Mutual Funds License accreditation in good standing
- One year of client experience and sales results
- Client-first approach with strong relationship-building skills
- Goal-oriented, detail-focused, and critical-thinking mindset
- Flexibility for evenings, weekends, and multiple banking centres
Bring financial products knowledge, client service, and relationship-building skills to CIBC’s on-site Sherbrooke Banking Centre.