Financial Service Representative, St-Georges
On-site · Saint-Georges, Quebec, Canada
Job Summary
As a Financial Services Representative with CIBC in the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre to build relationships with clients, understand their financial goals, provide tailored service, and recommend products and solutions to support their financial success. You’ll engage clients to discuss personal and business priorities, leverage knowledge of cash management, credit, investments, and wealth protection, and participate in outreach to grow networks. You’ll help clients navigate digital channels and banking technology, and you may work at multiple banking centres within a reasonable travel distance. The role requires being on-site full-time with flexibility for banking centre hours, including evenings and weekends. You’ll need a Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) and at least 1 year of experience working with clients and achieving sales results; prior banking experience is a plus. CIBC emphasizes trust, teamwork, accountability, and ongoing development, with a comprehensive compensation and benefits package.
Required Qualifications
- Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
- 1 year experience working with clients and achieving sales results
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