Financial Services Representative

CIBC US; Quebec; Hybrid; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Incentive pay

Banking benefits

Pension plan

Employee share purchase plan

Vacation

Wellbeing program

MomentMakers recognition

Job summary

CIBC in Saint Leonard, QC seeks a Financial Services Representative to build client relationships, understand financial goals, and offer tailored banking solutions. The role requires on-site work with flexibility for evenings and weekends in a fast-paced banking centre environment.

You will engage clients, leverage technology, and collaborate with teammates to connect clients with the right resources, aiming to enhance their financial success.

Qualifications

• Experience with client engagement and sales targets.
• Active mutual funds license or equivalent accreditation.
• Knowledge of banking products and regulatory requirements.

Responsibilities

• Meet with clients to understand personal and business goals and provide tailored financial guidance.
• Promote cash management, credit, investment, and wealth protection solutions.
• Build relationships through outreach and ensure clients access the right resources.

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)

Canadian Securities Course (CSC) / Investment Funds in Canada

Job description

## Financial Services RepresentativeApply: Saint Leonard, QC: Full time: Posted Today: End Date: October 3, 2026 (8 days left to apply): 2618122We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.com**What you'll be doing**As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.*At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.***How you'll succeed*** **Client engagement -** Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.* **Relationship building -** Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.* **Leveraging technology -** Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.**Who you are*** **You put our clients first.** You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.* **You’re goal oriented.** You’re motivated by accomplishing your goals and delivering your best to make a difference.* **You know that details matter.** You notice things that others don't. Your critical thinking skills help to inform your decision making.* **You’re passionate about people.** You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.* **You love to learn.** You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.* **You’re a certified professional.** You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).* **You can demonstrate 1 year experience in** working with clients and achieving sales results. **It’s an asset if** you have prior banking experience in a similar capacity.* **Values matter to you**. You bring your real self to work and you live our values - trust, teamwork, and accountability.**What CIBC Offers**At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\\*, defined benefit pension plan\\*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.\\*Subject to plan and program terms and conditions**What you need to know*** CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]* CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.* You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.* We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).* We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.**Job Location**6850 RUE JEAN - TALON EST**Employment Type**Regular**Weekly Hours**37.5**Skills**Client Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-OrientedAt CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.