Financial Services Expert CIBC

Join CIBC as a Financial Services Representative, where your client-centric approach in Sherbrooke, QC will help customers achieve financial success. Elevate banking experiences through tailored advice and support.

You will be part of a dedicated team in a full-time position focused on understanding clients' financial goals.

Your role includes advising on financial solutions, managing client relationships, and providing experiential banking services. You’ll be working at various centres, ensuring flexibility in meeting client needs.

Key Responsibilities:

• Consult with clients to assess their financial goals

• Develop customized financial strategies for individuals and businesses

• Build community relationships to enhance service delivery

• Introduce clients to digital banking solutions and tools

• Meet or exceed sales targets while delivering exceptional service

Requirements:

• Minimum 1 year client service experience with proven sales success

• Valid Mutual Funds License

• Competency in financial product knowledge

• Enthusiasm for connecting with clients and continuous improvement

• Banking experience is a plus

Shape financial futures at CIBC by delivering knowledgeable service and building lasting client connections.
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