Client-First Financial Services Advisor

CIBC; Montreal (administrative region); On-site; CAD 42,000 - 58,000; Full time

Benefits offered by this job

Competitive salary & incentive pay

Banking benefits

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC in Montreal is seeking a Financial Services Representative to join our Personal and Business Banking team. In this on-site role, you’ll build relationships with clients, understand their financial goals, and propose tailored solutions that support their financial success.

Flexibility for banking centre hours and travel to nearby centres is required. You will engage clients, grow your network, and leverage technology including mobile banking to deliver a great client experience.

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Knowledge of financial products and ability to explain solutions to clients.
• Current Mutual Funds License (Canadian Securities Course or Investment Funds In Canada) or equivalent accreditation.

Responsibilities

• Meet with clients to understand personal and business priorities, advise on solutions, and provide forward-looking financial planning.
• Engage in marketing and outreach to grow relationships and networks.
• Introduce clients to mobile banking apps and digital tools to enhance their banking experience.

Skills

Client Service

Customer Experience

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC in Montreal is seeking a Financial Services Representative to join our Personal and Business Banking team. In this on-site role, you’ll build relationships with clients, understand their financial goals, and propose tailored solutions that support their financial success.

Flexibility for banking centre hours and travel to nearby centres is required. You will engage clients, grow your network, and leverage technology including mobile banking to deliver a great client experience.