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Financial Services Representative
Financial Services RepresentativeCIBC • Laval, QC, CA
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Financial Services Representative

Financial Services Representative

CIBC • Laval, QC, CA
13 days ago
Job type
  • Full-time
Job description

Financial Services Representative CIBC

Join CIBC as a Financial Services Representative. We build a relationship‑oriented bank for the modern world. We need talented professionals dedicated to doing what’s right for our clients.

What You’ll Be Doing

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.

  • Foster key relationships with clients, understand their financial and personal goals, provide tailored service and recommend products that support their financial success.
  • Flexible to work centre hours, including evenings and weekends, and travel a reasonable distance to multiple centres.
  • On‑site full‑time.

How You’ll Succeed

  • Client engagement – Meet clients, advise solutions, and provide a forward‑looking financial plan.
  • Relationship building – Engage in marketing and outreach to deepen relationships.
  • Leveraging technology – Introduce clients to mobile banking applications and help them manage banking needs.
  • Who You Are

  • You put clients first and engage purposefully.
  • You’re goal oriented and motivated by delivering your best.
  • You notice details and use critical thinking.
  • You’re passionate about people, build trust through respect and authenticity.
  • You love to learn and grow knowledge.
  • You’re certified – Mutual Funds License, Canadian Securities Course, or Investment Funds In Canada.
  • 1 year client experience and sales results; prior banking experience a plus.
  • Values matter – trust, teamwork, accountability.
  • What CIBC Offers

  • Competitive salary, incentive pay, banking benefits, defined benefit pension plan, employee share purchase plan, vacation, wellbeing support, and MomentMakers recognition program.
  • Technology toolkit to drive innovative solutions.
  • Culture initiatives like Purpose Day and paid day off for growth.
  • What You Need to Know

  • CIBC is committed to an inclusive environment.
  • All roles posted are opportunities being actively recruited for, unless stated otherwise.
  • You must be legally eligible to work and have a valid permit.
  • Assessment and skills tests may be required.
  • We use AI tools during the recruitment process.
  • Job Location

    Laval‑Samson & 100 E Av.

    Employment Type

    Regular

    Weekly Hours

    37.5

    Skills

    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

    Industries

    Banking

    Referrals

    Referrals increase your chances of interviewing at CIBC by 2x

    Additional Information

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    Financial Service Representative • Laval, QC, CA

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