Relationship Banking Specialist

CIBC; Mascouche; On-site; CAD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Employee share plan

Pension plan

Wellbeing support

Job summary

CIBC is a leading Canadian bank focused on relationship-driven service. As a Financial Services Representative, you’ll engage clients, understand their financial goals, and tailor solutions to help them succeed.

The role requires flexible hours, including evenings and weekends, with potential travel between centers. You’ll leverage mobile banking tools, deepen client relationships, and deliver a personalized client experience.

Qualifications

• 1 year of client-facing sales experience; banking knowledge is a plus.
• Current Mutual Funds License or accreditation in good standing.
• Strong client-first approach, detail-oriented and able to travel to multiple centers.

Responsibilities

• Meet with clients to understand their personal and business priorities and advise on solutions.
• Build relationships and network to connect clients with the right people and opportunities.
• Explain and promote financial products and services to help clients achieve their goals.

Skills

Client engagement

Relationship building

Technology literacy

Sales experience

Education

Mutual Funds License (Canadian Securities Course)

Job description

CIBC is a leading Canadian bank focused on relationship-driven service. As a Financial Services Representative, you’ll engage clients, understand their financial goals, and tailor solutions to help them succeed.

The role requires flexible hours, including evenings and weekends, with potential travel between centers. You’ll leverage mobile banking tools, deepen client relationships, and deliver a personalized client experience.