Client-First Financial Services Rep — Grow & Impact

CIBC; Saint-Léonard; Sur place; EUR 26 000 - 34 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Incentive pay

Benefits program

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

MomentMakers recognition program

Résumé du poste

CIBC is hiring a Financial Services Representative to serve clients in a fast-paced banking centre. You will engage clients, understand their goals, and tailor financial solutions onsite.

This role requires travel to multiple centres within a reasonable distance and full-time on-site work. You will leverage technology and provide informed advice on cash management, credit, investments, and wealth protection to help clients achieve their financial goals.

Qualifications

• 1 year of client-facing sales experience.
• Legally eligible to work in Canada.
• Active Mutual Funds License required.

Responsabilités

• Meet with clients to understand personal and business goals and provide tailored financial plans.
• Advise clients on cash management, credit, investments, and wealth protection.
• Build relationships and network across banking centres to serve clients.

Description du poste

CIBC is hiring a Financial Services Representative to serve clients in a fast-paced banking centre. You will engage clients, understand their goals, and tailor financial solutions onsite.

This role requires travel to multiple centres within a reasonable distance and full-time on-site work. You will leverage technology and provide informed advice on cash management, credit, investments, and wealth protection to help clients achieve their financial goals.