Financial Services Representative - La Prairie

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.

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.
• 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

• Put our clients first. Engage with purpose to find the right solutions. Go the extra mile, because it’s the right thing to do.
• Goal Oriented. Motivated by accomplishing your goals and delivering your best to make a difference.
• Details Matter. Notice things that others don’t. Critical thinking helps to inform your decision making.
• Passionate about People. Build trust through respect and authenticity. Surround yourself with a diverse network of partners.
• Love to Learn. Passionate about growing your knowledge, and know there is no limit to what you can achieve.
• Certified Professional. Have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).
• Experience. Demonstrate 1 year experience in working with clients and achieving sales results. Prior banking experience in a similar capacity is an asset.

What CIBC Offers

• 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 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.
• 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.
• 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.

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 provide an accessible candidate experience.
• If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re 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.