Location
ormstown, montérégie, Canada
Posted
July 16, 2026
Job Description
Enhance client relationships as a Financial Services Representative with CIBC in Ormstown. Engage clients with tailored financial solutions and expert guidance for their success.
At CIBC, you'll be part of the Personal and Business Banking team, making a difference in clients' lives through financial planning. This full-time role focuses on client engagement, relationship building, and leveraging technology to deliver comprehensive banking services. Your direct involvement will help guide clients toward achieving their financial goals with personalized support.
Key Responsibilities:
• Meet clients to understand their financial priorities
• Advise on cash management, credit, and investments
• Engage in marketing to foster client relationships
• Introduce clients to mobile banking applications
• Provide ongoing support and tailored financial plans
Requirements:
• Minimum 1 year experience in client service
• Accredited Mutual Funds License or equivalent
•...
At CIBC, you'll be part of the Personal and Business Banking team, making a difference in clients' lives through financial planning. This full-time role focuses on client engagement, relationship building, and leveraging technology to deliver comprehensive banking services. Your direct involvement will help guide clients toward achieving their financial goals with personalized support.
Key Responsibilities:
• Meet clients to understand their financial priorities
• Advise on cash management, credit, and investments
• Engage in marketing to foster client relationships
• Introduce clients to mobile banking applications
• Provide ongoing support and tailored financial plans
Requirements:
• Minimum 1 year experience in client service
• Accredited Mutual Funds License or equivalent
•...