Banking Centre Financial Specialist
Job in
Val-des-Sources, Montréal, Province de Québec, Canada
Listed on 2026-09-01
Listing for:
CIBC
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Bank Customer Service, Financial Sales, Retail Banking
Job Description & How to Apply Below
Location: Val-des-Sources
Elevate the client experience as a Financial Services Representative at CIBC in Val-des-Sources. This dynamic role is ideal for those passionate about personal banking and relationship management.
In this full-time, on-site position, you'll engage clients to discern their financial and personal aspirations. You will develop tailored financial strategies and utilize the latest technology to simplify banking needs, ensuring your clients feel valued and understood.
Key Responsibilities:
• Engage clients to uncover financial needs
• Recommend specific financial products and solutions
• Foster community connections through outreach efforts
• Utilize banking technology for client education
• Collaborate effectively within the banking team
Requirements:
• Certification in Mutual Funds and good standing
• Client service experience with proven results
• Strong attention to detail and critical thinking
• Passion for continuous learning and client engagement
• Availability to work evenings and weekends
Impact clients’ financial futures with expertise at CIBC.
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