Serve Ormstown clients onsite full-time by building relationships, understanding goals, and recommending tailored financial products and solutions.As a Financial Services Representative with CIBC's Personal and Business Banking team, you'll support clients in a Banking Centre. You'll provide informative service, develop financial plans, and connect clients with suitable opportunities. This regular position offers 37.5 weekly hours and requires flexibility across nearby banking centres, including evenings and weekends.Key Responsibilities:Meet clients to understand personal and business prioritiesRecommend cash management, credit, investment,



and wealth protection solutionsProvide forward-looking financial plans supporting client goalsBuild networks through marketing and community outreach activitiesIntroduce clients to CIBC mobile banking applicationsRequirements:Current Mutual Funds License accreditation in positive standingAt least one year working with clients and achieving sales resultsClient-first, goal-oriented approach with strong critical thinkingPassion for relationships, learning, and diverse networksFlexibility for banking centre hours and nearby locationsBring client service, financial product knowledge, and relationship-building skills to CIBC's Ormstown Banking Centre.

📌 Cibc Financial Services Representative Ormstown (Quebec City)
🏢 CIBC
📍 Quebec City