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CIBC Financial Services Representative Role

CIBC

Make a meaningful impact as a Financial Services Representative at CIBC, where client priorities come first. Build relationships, advise clients, and leverage technology in this full-time role. Join CIBC's Personal and Business Banking team in the Cote-Des-Neiges & Edouard Mont area. You'll engage clients, understand their financial goals, and recommend tailored solutions. Strong communication and relationship-building skills are essential for success in this position, along with a commitment to delivering exceptional client experiences. Key Responsibilities:

  • Meet clients to understand financial and personal goals
  • Advise on financial solutions tailored to client needs
  • Engage in client outreach and marketing activities
  • Introduce clients to mobile banking technologies
  • Foster ongoing relationships with clients and communities
Requirements:
  • One year experience in client interaction and sales
  • Current Mutual Funds License or equivalent accreditation
  • Strong knowledge of financial products and services
  • Excellent communication and relationship management skills
  • Flexibility to work weekends and evenings
Bring your passion for client service and financial expertise to CIBC and help clients achieve their financial aspirations. #J-18808-Ljbffr

Vacancy posted 17 hours ago
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