Financial Services Position

Position: Financial Services Position at CIBC
Elevate your career at CIBC as a Financial Services Representative. In Sherbrooke, you'll guide clients towards achieving their financial objectives with personalized support and dedicated service.

As part of a collaborative team in the Personal and Business Banking department, you will engage clients, understand their priorities, and suggest effective financial strategies. This role requires flexibility in working hours, including weekends and potential travel to multiple banking centers to serve clients better.

Key Responsibilities:

• Conduct client meetings to identify financial goals

• Propose personalized financial solutions effectively

• Engage in marketing to connect with the community

• Teach clients to utilize banking technology

• Collaborate closely with colleagues to enhance service

Requirements:

• 1 year of direct experience with clients

• Accreditation in Mutual Funds License required

• Strong attention to detail and critical thinking

• Results-focused with excellent communication skills

• Commitment to CIBC’s values of teamwork and accountability

Be a part of meaningful client interactions and support their financial journey at CIBC in Sherbrooke.
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