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Financial Service Representative, St-Hyacinthe

SANTA MARIA DI LOTA
il y a 1 jour

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. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide informative and tailored service, and recommend the right products and solutions that will help their financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance.

On‑site full‑time.

How You'll 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 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 it’s the right thing to do.
  • You’re goal oriented. You’re motivated by accomplishing your goals and delivering your best to make a difference.
  • You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
  • You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
  • You love to learn. You’re passionate about growing your knowledge, and you know that there is no limit to what you can achieve.
  • You’re a certified professional. You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
  • You can demonstrate 1 year experience in working with clients and achieving sales results. It’s an asset if you have prior banking experience in a similar capacity.
  • Values matter to you. You bring your real self to work and you live our values – trust, teamwork, and accountability.

What CIBC Offers

  • Competitive salary, incentive pay, banking benefits, a comprehensive benefits program, defined benefit pension plan, employee share purchase plan, vacation offering, wellbeing support, and a points‑based recognition program.
  • Modern spaces and a technological toolkit to foster innovation.
  • Culture encouraging ambition through initiatives such as a paid day to invest in growth and development.

What You Need To Know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
  • We provide an accessible candidate experience and are prepared to accommodate if needed.
  • You must be legally eligible to work at the listed location and, where applicable, have a valid work or study permit.
  • Assessment and skill tests, including attribute‑based assessment, simulation, coding, French proficiency, may be required.
  • Artificial intelligence tools are used during the recruitment process.

Job Location

QC – Saint Hyacinthe, 5915 Rue Martinieau

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

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Entreprise
CIBC
Plateforme de publication
WHATJOBS
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