Financial Services Representative - CIBC, Thetford Mines

Role overview

CIBC is building a relationship-oriented bank for the modern world and needs talented, passionate professionals who are dedicated to doing what is right for clients. As a Financial Services Representative on the Personal and Business Banking team in Thetford Mines, you will work in a fast-paced Banking Centre to make a meaningful difference in client lives.

What you'll do

Your day-to-day responsibilities within the Banking Centre include client engagement, relationship building, and leveraging technology to assist clients with their banking needs.

• 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
• 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
• Introduce clients to mobile banking applications, helping them to better manage their banking needs

Qualifications

To succeed in this role, you must meet specific professional and experience requirements, while aligning with the core values of the bank.

• Current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada)
• 1 year experience in working with clients and achieving sales results
• Prior banking experience in a similar capacity is considered an asset
• Goal-oriented mindset motivated by accomplishing goals and delivering your best
• Strong attention to detail and critical thinking skills
• Passion for people and building trust through respect and authenticity

What CIBC offers

CIBC prioritizes your goals and provides comprehensive rewards and recognition programs to support your career growth.

• Competitive salary and incentive pay
• Banking benefits and employee share purchase plan
• Benefits program and defined benefit pension plan
• Vacation offering and wellbeing support
• MomentMakers social, points-based recognition program
• Purpose Day, a paid day off dedicated for you to invest in your growth and development