Financial Services Expert

Position: Financial Services Expert with CIBC
Location: Montreal (administrative region)

Elevate your career with CIBC as a Financial Services Representative, focusing on client engagement and support in a full-time, on-site banking role. Leverage your expertise to create impactful financial solutions tailored to client needs.

Working within the Personal and Business Banking team, you will connect with clients across different locations.

Your role involves understanding their financial goals and providing personalized advice on products and services to foster strong relationships. Your proactive approach in utilizing technology will enhance client experiences while you work to meet and exceed their expectations.

Key Responsibilities:

• Assist clients with personalized financial plans

• Advise on investment, credit, and cash management

• Participate in marketing to reach new clients

• Introduce clients to innovative banking solutions

• Strengthen community connections and networking

Requirements:

• Hold a valid Mutual Funds License

• One year of demonstrated client service experience

• Prior banking experience preferred

• Strong critical thinking and attention to detail

• Enthusiastic about personal and professional growth

Join CIBC to thrive in a culture that values trust and client success.