Client‑Focused Banking Advisor

CIBC; Montreal; On-site; CAD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Employee share purchase plan

Vacation offering

Wellbeing support

Job summary

CIBC in Montreal is seeking a Financial Services Representative to build relationships and advise clients on cash management, credit, investments and wealth protection to help their financial goals.

You’ll engage with clients, work across multiple banking centres within a reasonable travel distance, and use mobile banking tools to enhance the client experience while supporting a sales-oriented environment.

Qualifications

• 1 year experience in working with clients and achieving sales results.
• Mutual Funds License accreditation (Canadian Securities Course or Investment Funds In Canada).
• Banking experience in a similar capacity is an asset.

Responsibilities

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Relationship building - Engage in marketing and outreach activities to grow network and connect clients to the right people and opportunities.
• Leveraging technology - Introduce clients to our mobile banking applications to better manage their banking needs.

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 build relationships and advise clients on cash management, credit, investments and wealth protection to help their financial goals.

You’ll engage with clients, work across multiple banking centres within a reasonable travel distance, and use mobile banking tools to enhance the client experience while supporting a sales-oriented environment.