Client-Focused Banking Advisor - Grow Client Lives and Wealth

Canadian Imperial Bank of Commerce; Repentigny; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading Canadian bank in Repentigny is seeking a Financial Services Representative. The role involves engaging with clients to understand their financial goals and recommending tailored banking solutions. Candidates must have a Mutual Funds License, client service experience, and be flexible with working hours, including evenings and weekends. This full-time on-site position offers competitive compensation and a supportive environment focused on professional growth.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Social recognition program

Qualifications

• You have current accreditation and good standing Mutual Funds License.
• You can demonstrate 1 year experience in working with clients and achieving sales results.
• It’s an asset if you have prior banking experience.

Responsibilities

• Assess client needs and recommend financial products.
• Engage in marketing and outreach activities.
• Utilize mobile banking applications to assist clients.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Education

Mutual Funds License

Job description

A leading Canadian bank in Repentigny is seeking a Financial Services Representative. The role involves engaging with clients to understand their financial goals and recommending tailored banking solutions. Candidates must have a Mutual Funds License, client service experience, and be flexible with working hours, including evenings and weekends. This full-time on-site position offers competitive compensation and a supportive environment focused on professional growth.