Financial Services Representative Universal Banker

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.

At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC please visit

What youll be doing

As a member of the Personal and Business Banking team youll work in a fast-paced Banking Centre where youll make a meaningful difference in our clients lives. As a Financial Services Representative Universal Banker youll proactively engage with clients and leverage CIBCs best-in-class mobile and online banking options to recommend the right products and solutions that will help their financial success. Youre flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience youre flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work youll be on-site full-time.

How youll succeed

• Client engagement Meet with clients to understand their personal and business priorities advise them on solutions and provide a forward-looking financial plan. Use your knowledge of technology 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 helping them to better manage their banking needs.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because its the right thing to do.

• Youre goal oriented. Youre motivated by accomplishing your goals and delivering your best to make a difference.

• You know that details matter. You notice things that others dont. Your critical thinking skills help to inform your decision making.

• Youre passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You love to learn. Youre passionate about growing your knowledge. You have a strong sense of curiosity.

• You can demonstrate 1 year experience in working with clients and achieving sales results. Its an asset if you have prior banking experience in a similar capacity.

• Youre a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).

• Values matter to you. You bring your real self to work and you live our values - trust teamwork and accountability.

What CIBC Offers

At CIBC your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career rather than just a paycheck.

• We work to recognize you in meaningful personalized ways including a competitive salary incentive pay banking benefits a benefits program* defined benefit pension plan* an employee share purchase plan a vacation offering wellbeing support and MomentMakers 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 use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• 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 we provide an accessible candidate experience. If you need accommodation please contact

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities were 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 test (such as simulation coding French proficiency).

• We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you all that you have to offer and give you the opportunity to learn more about us.

Job Location

Montreal-610 rue St-Jacques

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

Required Experience:

Unclear Seniority

Experience: years
Vacancy: 1