Financial Services Representative - Laprairie
Listed on 2026-06-18
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Finance & Banking
Banking & Finance, Financial Sales
What you’ll be doing
As a member of the Personal and Business Banking team, you’ll work in a fast‑paced Banking Centre, fostering relationships with clients, understanding their financial and personal goals, providing tailored service, and recommending the right products and solutions to help their financial success. You’ll work on‑site full‑time, may be required to work evenings and weekends, and may need to travel to multiple banking centres within a reasonable distance.
Howyou’ll succeed
- Client engagement – meet with clients to understand priorities, advise them on solutions, and provide a forward‑looking financial plan.
- Relationship building – engage in marketing and outreach activities, deepen existing relationships, and ensure clients are connected to the right people and opportunities.
- Leveraging technology – become a technology expert and introduce clients to mobile banking applications to help them manage their banking needs.
- Client‑first mindset, purpose‑driven engagement, goal oriented, motivated by achieving goals.
- Detail oriented with strong critical thinking skills.
- Passionate about people and building trust through respect and authenticity.
- Loves learning and growth, with a wide network of partners.
- Values trust, teamwork, and accountability.
- Certified professional with current accreditation in Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
- At least 1year experience working with clients and achieving sales results.
- Prior banking experience in a similar capacity is an asset.
Competitive salary, incentive pay, banking benefits, benefits program*, defined benefit pension plan*, employee share purchase plan, vacation offering, wellbeing support, Moment Makers social recognition program, paid day off for growth and development (Purpose Day).
* Subject to plan and program terms and conditions.
CIBC is committed to creating an inclusive environment. All team members and clients are invited to apply. If accommodation is needed, contact Mailb You must be legally eligible to work at the location(s) and may be asked to complete an assessment.
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