Financial Services Representative - Universal Banker

CIBC

Sherbrooke, QC, Canada
Competitive salary; incentive pyy; banking benefit...
1 year experience working with clients
Achieving sales results
Current mutual funds license accreditation
You will proactively engage with clients to recommend products and solutions that help their financial success using CIBC's best-in-class mobile and online banking options

Job Summary

  • You will proactively engage with clients to recommend products and solutions that help their financial success using CIBC's best-in-class mobile and online banking options.
  • The role requires a goal-oriented professional who puts clients first, engages with purpose, and goes the extra mile to deliver meaningful impact.
  • CIBC offers a competitive salary, incentive pay, defined benefit pension plan, employee share purchase plan, and a paid Purpose Day for growth and development.

Matching Summary

You will proactively engage with clients to recommend products and solutions that help their financial success using CIBC's best-in-class mobile and online banking options.

Salary

Competitive salary; Incentive pay; Banking benefits, pension plan, vacation, wellbeing support

Skills & Requirements

Must-have

  • 1 year experience working with clients
  • Achieving sales results
  • Current Mutual Funds License accreditation
  • On-site full-time work requirement
  • Flexible availability including evenings

Nice-to-have

  • Prior banking experience in similar capacity
  • Passion for people and relationships
  • Strong critical thinking skills
  • Curiosity and love to learn
  • Diverse network of partners

Key Requirements

  • 1 year client-facing experience
  • Sales results achievement history
  • Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
  • Legal eligibility to work in Canada
  • Current accreditation and good standing

Work Rights

Must be legally eligible to work at the location(s) specified

Tailored Resume

Cover Letter