Personal Banking & Financial Solutions Advisor

CIBC US; Mascouche; On-site; CAD 42,000 - 68,000; Full time

Benefits offered by this job

competitive salary

incentive pay

banking benefits

a benefits program*

defined benefit pension plan*

an employee share purchase plan

a vacation offering

wellbeing support

MomentMakers, our social, points-based

recognition program.

Job summary

CIBC in Canada is seeking a Financial Services Representative to join our Personal and Business Banking team. You’ll build meaningful client relationships, assess financial goals, and tailor solutions across cash management, credit, investments, and wealth protection.

You’ll meet clients where they are, helping them plan for their financial future with clarity and care. You’ll work a busy schedule, including evenings and weekends, and may travel to multiple banking centres to support clients

Qualifications

• 1 year of experience working with clients and achieving sales results.
• Current Mutual Funds License (Canadian Securities Course) or Investment Funds In Canada accreditation.

Responsibilities

• Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Engage in marketing and outreach activities to grow network and deepen relationships.
• Introduce clients to our mobile banking applications to help manage their banking needs.

Skills

Client Service

Customer Experience (CX)

Digital Literacy

Financial Products

Goal Planning

Group Problem Solving

Outbound Calls

Regulatory Requirements

Results-Oriented

Job description

CIBC in Canada is seeking a Financial Services Representative to join our Personal and Business Banking team. You’ll build meaningful client relationships, assess financial goals, and tailor solutions across cash management, credit, investments, and wealth protection.

You’ll meet clients where they are, helping them plan for their financial future with clarity and care. You’ll work a busy schedule, including evenings and weekends, and may travel to multiple banking centres to support clients