Relationship Banking Specialist

CIBC; Saguenay; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading Canadian bank in Chicoutimi is seeking a Financial Services Representative to engage with clients and help them achieve their financial goals. In this role, you'll build relationships and provide tailored advice for financial products. The ideal candidate has a Mutual Funds License and at least 1 year of client interaction experience. This full-time position offers a competitive salary and a chance to make a meaningful impact in clients' lives.

Benefits

Competitive salary

Incentive pay

Banking benefits

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• 1 year experience working with clients and achieving sales results.
• Current accreditation and good standing Mutual Funds License.
• Ability to build relationships and trust with clients.

Responsibilities

• Meet with clients to understand their personal and business priorities.
• Engage in marketing and outreach activities.
• Become a technology expert 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 (Canadian Securities Course)

Job description

A leading Canadian bank in Chicoutimi is seeking a Financial Services Representative to engage with clients and help them achieve their financial goals. In this role, you'll build relationships and provide tailored advice for financial products. The ideal candidate has a Mutual Funds License and at least 1 year of client interaction experience. This full-time position offers a competitive salary and a chance to make a meaningful impact in clients' lives.