Financial Services Representative - Châteauguay, QC

CIBC; Châteauguay; On-site; CAD 50,000 - 55,000; Full time

Job summary

An established industry player is seeking a passionate Financial Services Representative to join their dynamic team in Châteauguay. In this role, you'll engage with clients to understand their financial needs and provide tailored solutions that foster meaningful relationships. You'll thrive in a fast-paced banking environment, leveraging technology to enhance client experiences. This is a fantastic opportunity to grow your career in a supportive and inclusive atmosphere where your contributions truly matter. If you're motivated by helping others and eager to make a difference, this role is perfect for you.

Benefits

Competitive compensation

Banking benefits

Wellbeing support

Employee assistance programs

Social recognition program

Qualifications

• 1+ years of experience in client engagement and sales.
• Current accreditation in Mutual Funds License required.

Responsibilities

• Engage with clients to understand their financial goals and provide tailored solutions.
• Build relationships and grow networks through marketing and outreach activities.

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

Join to apply for the Financial Services Representative - Châteauguay, QC role at CIBC

3 weeks ago Be among the first 25 applicants

Join to apply for the Financial Services Representative - Châteauguay, QC role at CIBC

Get AI-powered advice on this job and more exclusive features.

We’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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
• Subject to 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]
• 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 tests (such as simulation, coding, French proficiency, MS Office). 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.
  
  

Expected End Date

2025-04-14

Job Location

Chateauguay-D'Anjou & Maple

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-Oriented

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

Referrals increase your chances of interviewing at CIBC by 2x

Get notified about new Financial Services Representative jobs in Châteauguay, Quebec, Canada.

Montreal, Quebec, Canada CA$50,000.00-CA$55,000.00 3 weeks ago

Funding Representative (Casual) - Anjou, QC

Employer Support Representative - Defined Contribution

Dollard-des-Ormeaux, Quebec, Canada 3 weeks ago

Financial Service Representative (Hybrid) - Outbound calls – Bilingual

Personal Banker Trainee / Manager Personal Financial Services Trainee I

Pointe-Claire, Quebec, Canada 2 weeks ago

Financial Security Advisor, Insurance- EN

Pointe-Claire, Quebec, Canada 3 weeks ago

Pointe-Claire, Quebec, Canada 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.