Financial Services Representative - Pointe-Aux-Trembles

Financial Services Representative - Pointe-Aux-Trembles

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre where you’ll make a meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success.

You’re flexible to work our banking centre hours which may include evenings and weekends, and you may be required to work at multiple centers within a reasonable travel distance.

• Client engagement – Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment and wealth protection to help clients meet their goals.
• Relationship building – Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology – Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications and helping them better manage their banking needs.

• You put our clients first. You engage with purpose to find the right solutions and go the extra mile.
• You’re goal oriented, motivated by accomplishing your goals and delivering your best to make a difference.
• You know that details matter. You notice things that others don’t and your critical thinking skills help inform your decision making.
• You’re passionate about people, find meaning in relationships, and build trust through respect and authenticity.
• You love to learn, and you know that there is no limit to what you can achieve.
• You’re a certified professional with current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds in Canada).
• You can demonstrate at least 1 year of experience working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset.
• Values matter to you. You bring your real self to work and live our values – trust, teamwork, and accountability.

• Competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, vacation offering, wellbeing support, and Moment Makers, our social, points‑based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
• We cultivate a culture where you can express your ambition through initiatives like Purpose Day – a paid day off dedicated for you to invest in your growth and development.

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailb
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.
• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
• We may ask you to complete an attribute‑based assessment and other skills tests (e.g., simulation, coding, French proficiency).
• We use artificial intelligence tools during the recruitment process to help us get to know more about you and give you the opportunity to learn more about us.

QC‑Pointe‑Aux‑Trembles, 12825 Sherbrooke St E

Regular – Full‑time

37.5

• Client Service
• Customer Experience (CX)
• Digital Literacy
• Financial Products
• Goal Planning
• Group Problem Solving
• Outbound Calls
• Regulatory Requirements
• Results‑Oriented

• Seniority level:
  Entry level
• Employment type:
  
  Full‑time
• Job function:
  Finance and Sales
• Industry: Banking