Client-Focused Banking Advisor | Flexible Hours & Growth

CIBC; Quebec; On-site; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

Wellbeing support

MomentMakers recognition

Job summary

CIBC is seeking a Financial Services Representative to engage with clients, understand their financial goals, and offer tailored solutions. The role emphasizes client service, relationship building, and leveraging technology to enhance the banking experience.

You’ll work in a fast-paced Banking Centre with on-site, full-time hours, including evenings/weekends, and travel between centres as needed. Prior client-facing sales experience is valued.

Qualifications

• 1 year of client-facing sales experience is preferred.
• Experience in banking or financial services is an asset.
• Familiarity with cash management, credit, investments and protection products is a plus.

Responsibilities

• Meet with clients to understand personal and business goals and provide tailored financial plans.
• Engage in outreach to grow the client base and strengthen relationships with communities.
• Promote and demonstrate mobile banking and other digital tools to clients.

Skills

Client service

Customer experience

Digital literacy

Financial products

Goal planning

Group problem solving

Outbound calls

Regulatory requirements

Results-oriented

Education

Mutual Funds License (Canadian Securities Course)

Job description

CIBC is seeking a Financial Services Representative to engage with clients, understand their financial goals, and offer tailored solutions. The role emphasizes client service, relationship building, and leveraging technology to enhance the banking experience.

You’ll work in a fast-paced Banking Centre with on-site, full-time hours, including evenings/weekends, and travel between centres as needed. Prior client-facing sales experience is valued.