Financial Service Representative - Place Portobello, Brossard
Description
As a Financial Services Representative at CIBC, you will be part of the Personal and Business Banking team, working in a dynamic Banking Centre. Your primary role will be to build and maintain strong relationships with clients, understand their financial goals, and provide tailored services and solutions, including cash management, credit, investments, and wealth protection. You will engage in outreach activities, leverage technology to assist clients with mobile banking, and contribute to their financial success by connecting them with appropriate resources and opportunities.
What We're Looking For
Foster key relationships with clients, understanding their financial and personal goals.,Provide informative and tailored service and recommend appropriate products and solutions.,Advise clients on solutions and develop forward-looking financial plans using knowledge of cash management, credit, investment, and wealth protection.,Engage in marketing and outreach activities to build and deepen client relationships.,Work collaboratively with the team to ensure clients are connected to the right people and opportunities.,Become proficient in technology and introduce clients to mobile banking applications.,Meet client engagement goals.,Be flexible to work banking centre hours, including evenings and weekends.,Be flexible to work at multiple banking centres within a reasonable travel distance.
Ideal Candidate
Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
Hard Skills
Soft Skills
Work Hours
37.5 hours/week (flexible, may include evenings and weekends)
Benefits
Special Commitments
Flexible to work banking centre hours (may include evenings and weekends).,Flexible to work at multiple banking centres within a reasonable travel distance.,Must be legally eligible to work at the specified location(s) and have a valid work or study permit if applicable.,May be asked to complete attribute-based assessments and other skills tests (e.g., simulation, coding, French proficiency).
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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