Serve CIBC clients onsite in Blainville using relationship building and tailored financial guidance. Support personal and business banking needs at 37.5 weekly hours.As a Financial Services Representative, you will work within CIBC's Personal and Business Banking team. You will understand client goals, recommend suitable products and solutions, and provide informative service. The position requires current accreditation, mutual funds licensing, and flexibility across banking centres.Key Responsibilities:Meet clients to understand personal and business prioritiesRecommend solutions using cash management, credit, investment,
and wealth protectionProvide forward-looking financial plans for client goalsBuild relationships through marketing and outreach activitiesIntroduce clients to mobile banking applicationsRequirements:Current accreditation and valuable standing as a certified professionalMutual Funds License through Canadian Securities Course or Investment Funds In CanadaOne year experience working with clients and achieving sales resultsCritical thinking and goal-oriented decision makingFlexibility for evenings, weekends, and multiple banking centresBring client engagement, financial product knowledge, and relationship-building skills to CIBC's onsite Blainville banking centre.
📌 Financial Services Representative Blainville (Saguenay)
🏢 CIBC
📍 Saguenay