Financial Services Representative - Universal Banker - Côte-des-neiges

CIBC Capital Markets

Côte-des-neiges, Quebec, Canada
Fully onsite
Client engagement and relationship building
Leveraging technology for client needs
Understanding financial products and solutions
CIBC Capital Markets is seeking a Financial Services Representative - Universal Banker for their Côte-des-Neiges location. The ideal candidate will engage with clients, provide tailored financial solutions, and leverage technology to enhance client experiences

Job Summary

  • As a Financial Services Representative - Universal Banker, you’ll proactively engage with clients and leverage CIBC’s best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success.
  • Engage in marketing and outreach activities to show clients you value them and their communities.
  • We aspire to give you a career, rather than just a paycheck.

Matching Summary

Match Score: 85

CIBC Capital Markets is seeking a Financial Services Representative - Universal Banker for their Côte-des-Neiges location. The ideal candidate will engage with clients, provide tailored financial solutions, and leverage technology to enhance client experiences.

Skills & Requirements

Must-have

  • Client engagement and relationship building
  • Leveraging technology for client needs
  • Understanding financial products and solutions
  • Full-time on-site work environment

Nice-to-have

  • Passionate about people and learning
  • Goal-oriented and detail-oriented
  • Authentic and respectful communication

Key Requirements

  • 1 year experience achieving sales results
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legally eligible to work in Canada

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter