Talent.com
Financial Services Representative
Financial Services RepresentativeCIBC • Laval, QC, CA
No longer accepting applications
Financial Services Representative

Financial Services Representative

CIBC • Laval, QC, CA
12 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

    Get notified about new Financial Services Representative jobs in Laval, Quebec, Canada.

    #J-18808-Ljbffr

    Create a job alert for this search

    Financial Service Representative • Laval, QC, CA

    Similar jobs
    Représentant(e), Services financiers

    Représentant(e), Services financiers

    easyfinancière • Montréal, QC, Canada
    Full-time
    Chez goeasy, nos nos employés et notre culture sont au cœur de tout ce que nous faisons, et nous sommes fiers d'etre reconnus pour cela. Nous avons obtenu des récompenses prestigie...Show more
    Last updated: 4 days ago • Promoted
    Client Service Representative - BFL Digital

    Client Service Representative - BFL Digital

    Bflcanada • Montreal
    Full-time
    Client Service Representative - BFL Digital.Apply for the Client Service Representative - BFL Digital role at BFL CANADA. We are looking for a Client Service Representative to join our team at our M...Show more
    Last updated: 11 days ago • Promoted
    Représentant en recouvrement des soins financiers / Financial Care Recovery Representative

    Représentant en recouvrement des soins financiers / Financial Care Recovery Representative

    Alorica • Dollard-des-Ormeaux, QC, Canada
    Full-time
    Port-Royal E, 2nd floor, Montreal, QC H3L 3T1, Canada.Le taux de paie augmentera à 19 $ CAD / h après 90 jours (l’augmentation prendra effet à la période de paie sui...Show more
    Last updated: 11 days ago • Promoted
    Représentant(e), Services financiers

    Représentant(e), Services financiers

    goeasy Ltd • Montreal
    Full-time
    Chez goeasy, nos employés et notre culture sont au cœur de tout ce que nous faisons, et nous sommes fiers d'être reconnus pour cela. Nous avons obtenu des récompenses prestigieuses, notamment en éta...Show more
    Last updated: 2 days ago • Promoted
    Financial Service Representative (Mandarin) - Montreal

    Financial Service Representative (Mandarin) - Montreal

    OTT Financial Group • Montreal, QC, Canada
    Full-time
    OTT Financial Group is the parent organization of a group of financial services and investment companies.We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in...Show more
    Last updated: 30+ days ago • Promoted
    Client-First Financial Services Advisor

    Client-First Financial Services Advisor

    Canadian Imperial Bank of Commerce • Pointe-Claire
    Full-time
    A prominent financial institution in Montreal is seeking candidates for a client engagement role.The position requires full-time on-site presence, emphasizing problem-solving and organizational ski...Show more
    Last updated: 9 days ago • Promoted
    Field Service Representative - Quebec

    Field Service Representative - Quebec

    SINOBOOM NORTH AMERICA LLC • Montreal, QC, Canada
    Full-time
    The Field Service Representative is responsible for managing and executing all service-related activities within the assigned territory, ensuring optimal machine performance and customer satisfacti...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Administrator

    Financial Services Administrator

    Canadian Armed Forces | Forces armées canadiennes • Laval
    Full-time +1
    Financial Services Administrator.Canadian Armed Forces | Forces armées canadiennes.As a member of the military, Financial Services Administrators provide financial assistance and support for budget...Show more
    Last updated: 12 days ago • Promoted
    Accounting Service Representative I

    Accounting Service Representative I

    Queer Tech • Montreal
    Full-time +1
    Our employees are at the heart of everything we do.Together, we help people, businesses, and society prosper in good times and be resilient in bad times. Our employee promise represents Intact’s com...Show more
    Last updated: 30+ days ago • Promoted
    Accounting Service Representative I

    Accounting Service Representative I

    Intact Financial Corporation • Montreal
    Full-time
    We are looking for an Accounting Service Representative for our growing team!.What you will accomplish with us : .Respond to inquiries received by phone and in writing from clients and brokers.Contac...Show more
    Last updated: 30+ days ago • Promoted
    Field Service Representative

    Field Service Representative

    Bombardier Transportation GmbH • Dorval
    Full-time
    Select how often (in days) to receive an alert : .When applicable, Bombardier promotes flexible and hybrid work policies. At Bombardier, we design, build and maintain the world’s peak-performing aircr...Show more
    Last updated: 12 days ago • Promoted
    Field Service Representative

    Field Service Representative

    Vantive • Laval
    Full-time
    Vantive is a vital organ therapy company on a mission to extend lives and expand possibilities for patients and care teams everywhere. For 70 years, our team has driven meaningful innovations in kid...Show more
    Last updated: 12 days ago • Promoted
    Client Service Representative

    Client Service Representative

    Execaire Aviation • Dorval
    Full-time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.As Canada’s premier private jet company with a legacy spanning over 60 years,.Setting the standard in ...Show more
    Last updated: 12 days ago • Promoted
    Enterprise Sales Exec, Financial Services (Canada)

    Enterprise Sales Exec, Financial Services (Canada)

    Verkada • Montreal
    Full-time
    A leading security technology company is seeking an Enterprise Account Executive to drive new business in financial services. Responsibilities include developing territory plans and managing the sal...Show more
    Last updated: 12 days ago • Promoted
    Enterprise Account Executive (Financial Services)

    Enterprise Account Executive (Financial Services)

    Verkada • Montreal
    Full-time
    Enterprise Account Executive (Toronto, Financial Services).Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. Designed with simplicity in mind, Verkada's...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Representative

    Client Service Representative

    Northbridge Financial • Laval
    Full-time
    What it’s like to be a Federated Customer Service Representative?.When our clients have a question, we need an exceptional Customer Service Representative to manage the relationship and provide exc...Show more
    Last updated: 12 days ago • Promoted
    Jr. Service Representative - 81222 / 81286

    Jr. Service Representative - 81222 / 81286

    S.i. Systems • Montreal, QC, Canada
    Full-time
    Location : Onsite, Montreal Role Mandate : The candidate will be a part of the Investment Support Group Team under Investment Services to oversee the administrative duties relate...Show more
    Last updated: 5 days ago • Promoted
    Sales Manager - Payments & Financial Services Lead

    Sales Manager - Payments & Financial Services Lead

    Sekure Payment Experts • Montreal
    Full-time
    A leading payment processing company in Montreal seeks a Sales Leader to inspire and manage their team.You'll be responsible for exceeding sales targets and creating a supportive environment for yo...Show more
    Last updated: 12 days ago • Promoted