Help CIBC clients pursue personal and business goals through financial planning, relationship building, and informative service. This full-time position is in office.

You will work within CIBC’s Personal and Business Banking team as a Financial Services Representative. The focus is understanding each client’s priorities, providing tailored advice, and connecting them with appropriate products and solutions. You will also support client relationships through outreach and introduce mobile banking applications. Flexible availability includes banking centre evenings and weekends, with work across multiple centres within reasonable travel distance.

Key Responsibilities:

• Understand clients’ financial and personal goals
• Provide informative,
  
  
  
  tailored financial service
• Use knowledge of credit and investment solutions
• Grow networks and deepen existing client relationships
• Connect clients with appropriate people and opportunities

Requirements:

• Current Canadian Securities Course or Investment Funds In Canada accreditation
• One year of client and sales-results experience
• Client-first, goal-oriented, and authentic approach
• Strong critical thinking and attention to detail
• Passion for learning and growing financial knowledge

Use financial planning, client engagement, and relationship skills to deliver tailored banking guidance for CIBC clients in Sherbrooke.