Client service and financial products define this on-site Financial Services Representative role with CIBC in Senneterre. Help clients pursue personal and business goals.
As part of Personal and Business Banking, you will build relationships, understand priorities, and provide tailored service. You will recommend solutions involving cash management, credit, investment, and wealth protection. The position is regular, full time on-site, with 37.5 weekly hours.
Key Responsibilities:
- Meet clients to understand personal and business priorities
- Recommend financial solutions and provide forward-looking plans
- Build networks through marketing and outreach activities
- Connect clients with appropriate people and opportunities
- Introduce mobile banking applications and digital tools
Requirements:
- Current Mutual Funds License accreditation in good standing
- One year experience serving clients and achieving sales results
- Client-first, goal-oriented approach to service
- Critical thinking and attention to detail
- Flexibility for evenings, weekends, and multiple banking centres
Bring relationship building, digital literacy, and financial product knowledge to CIBC clients as a Financial Services Representative.