Financial Services Representative Lévis Levis

Financial Services Representative Lévis Levis

01 Nov
|
CIBC
|
Levis

01 Nov

CIBC

Levis

Serve CIBC clients in office 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

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