Relationship-Driven Financial Services Advisor

CIBC US; Montreal (administrative region); On-site; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Incentive pay

Banking benefits

Benefits program

Defined benefit pension

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers program

Job summary

CIBC is seeking a Financial Services Representative in Montreal to engage clients, understand their financial goals, and recommend tailored banking solutions. The role supports in-branch service, with potential travel between centres within a reasonable distance and occasional evenings or weekends.

You will leverage cash management, credit, investment, and wealth-protection knowledge to guide clients toward their financial success while delivering an exceptional client experience.

Qualifications

• Current accreditation and good standing Mutual Funds License is required.
• 1 year of experience working with clients and achieving sales results is preferred.
• Banking experience is an asset in a similar role.

Responsibilities

• Meet with clients to understand personal and business priorities and advise on solutions.
• Build relationships and expand the client network through outreach.
• Introduce clients to mobile banking and technology to meet their needs.

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 or Investment Funds In Canada)

Job description

CIBC is seeking a Financial Services Representative in Montreal to engage clients, understand their financial goals, and recommend tailored banking solutions. The role supports in-branch service, with potential travel between centres within a reasonable distance and occasional evenings or weekends.

You will leverage cash management, credit, investment, and wealth-protection knowledge to guide clients toward their financial success while delivering an exceptional client experience.