At a Glance
- Tasks: Build trusted client relationships and provide tailored financial advice.
- Company: Join CIBC, a leading financial institution with a focus on client success.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Dynamic work environment with opportunities across multiple banking centres.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Must have Mutual Funds License and experience in client service.
The predicted salary is between 45000 - 55000 $ per year.
Build trusted client relationships as a Financial Services Representative at CIBC in Sherbrooke, using financial planning and tailored service.
Work full-time on-site across banking centres.
As part of Personal and Business Banking, you will understand personal and business priorities, recommend suitable products, and support clients' financial success.
You will use knowledge of cash management, credit, investments, and wealth protection.
The position requires flexibility for banking centre hours, including evenings and weekends, and multiple nearby locations.
Key Responsibilities
- Meet clients and understand personal and business priorities
- Advise clients on solutions and forward-looking financial plans
- Recommend products supporting clients' financial goals
- Build relationships through marketing and outreach activities
- Introduce clients to CIBC mobile banking applications
Requirements
- Current Mutual Funds License accreditation in good standing
- One year working with clients and achieving sales results
- Knowledge of cash management, credit, investments, and wealth protection
- Goal-oriented, detail-focused, and critical-thinking approach
- Flexibility for evenings, weekends, and nearby banking centres
Bring client service, financial products, digital literacy, and relationship-building skills to CIBC's Sherbrooke banking centres.
Financial Services Representative – Sherbrooke employer: Canadian Imperial Bank of Commerce (Canada)
Canadian Imperial Bank of Commerce (CIBC) fosters a relationship-oriented work culture that empowers employees to make meaningful impacts. The bank emphasizes professional growth through leadership opportunities and a supportive environment, encouraging team members to excel in their roles. With a commitment to client service and community engagement, CIBC offers a dynamic workplace for those passionate about banking.
Contact Details:
Canadian Imperial Bank of Commerce (Canada) Recruitment Team
