Financial Client Services Representative

3 weeks ago

Mascouche QC, Canada Canadian Imperial Bank of Commerce Full time

Financial Services Representative page is loaded Financial Services Representative
Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id 2409779 We’re building a relationship-oriented bank for the modern world. 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. 
To successfully perform the work, you will be constantly on-site.
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.
Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.
Your critical thinking skills help to inform your decision making.
You find meaning in relationships, and surround yourself with a diverse network of partners. 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.
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.
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 .
Client Relationship Management, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group Problem Solving, Outbound Calls, Regulatory Requirements, Results-Oriented Similar Jobs (1)
locations Mascouche, QC time type Full time posted on Posted 12 Days Ago At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us. #

  • Financial Services Representative

    3 weeks ago

    Mascouche, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id 2409779 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...

  • Financial customer service representative

    2 weeks ago

    Mascouche, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id 2409779 We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking...

  • Financial customer service representative

    2 weeks ago

    Mascouche, Quebec, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Mascouche, QC time type Full time posted on Posted 12 Days Ago job requisition id We're building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you'll work in a fast-paced Banking Centre where you'll...

  • Client Service Representative

    1 month ago

    Mascouche, QC, Canada Canadian Imperial Bank of Commerce Full time

    Client Service Representative - Mascouche, QC page is loaded Client Service Representative - Mascouche, QC Apply locations Mascouche, QC time type Part time posted on Posted 3 Days Ago job requisition id 2406351 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing...

  • Financial Services Representative

    1 month ago

    Mascouche, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Service Representative-20h

    1 month ago

    Mascouche, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Service Representative, Mascouche

    1 month ago

    Mascouche, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Services Representative

    1 week ago

    Montréal, QC, Canada Canadian Imperial Bank of Commerce Full time

    Client Services Representative page is loaded Client Services Representative Apply locations Montréal, QC time type Part time posted on Posted 3 Days Ago job requisition id 2410845 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At...

  • Client Service Representative

    1 week ago

    Gatineau, QC, Canada Canadian Imperial Bank of Commerce Full time

    Client Service Representative page is loaded Client Service Representative Apply locations Gatineau, QC time type Part time posted on Posted 2 Days Ago job requisition id 2411176 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At...

  • Financial Service Representative

    1 month ago

    Kuujjuaq, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Kuujjuaq page is loaded Financial Services Representative - Kuujjuaq Apply locations Kuujjuaq, QC time type Full time posted on Posted 2 Days Ago job requisition id 2409611 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a...

  • Financial Service Representative

    1 month ago

    Huntingdon, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative - Huntingdon page is loaded Financial Services Representative - Huntingdon Apply locations Huntingdon, QC time type Full time posted on Posted 4 Days Ago job requisition id 2409402 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a...

  • Financial Service Representative

    1 day ago

    Québec, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative, Sainte-Foy (Quebec) page is loaded Financial Services Representative, Sainte-Foy (Quebec) Apply locations Sainte-Foy, QC time type Full time posted on Posted 4 Days Ago job requisition id 2412048 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team,...

  • Financial Services Customer Service Representative

    1 week ago

    Laval, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Sainte-Rose, QC time type Full time posted on Posted Yesterday job requisition id 2411656 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced Banking Centre...

  • Financial Service Representative

    4 weeks ago

    Granby, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Service Representative - Granby page is loaded Financial Service Representative - Granby Apply locations Granby, QC time type Full time posted on Posted 9 Days Ago job requisition id 2409788 We’re building a relationship-oriented bank for the modern world. As a member of the Personal and Business Banking team, you’ll work in a fast-paced...

  • Représentant service-client finances

    1 week ago

    Montréal, QC, Canada Momentum Financial Services Group Full time

    Si c’est le cas, Momentum Financial Services Group souhaite que vous vous joigniez à notre équipe. En tant que représentant des services financières, vous aurez un impact positif sur les gens qui vivent dans votre communauté en faisant la promotion de nos produits et services financiers afin d’aider nos clients à atteindre leurs objectifs...

  • Financial Services Representative

    1 week ago

    Laval, QC, Canada Canadian Imperial Bank of Commerce Full time

    Financial Services Representative page is loaded Financial Services Representative Apply locations Sainte-Rose, QC time type Full time posted on Posted Yesterday job requisition id 2411656 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our...

  • Financial Services Representative

    2 weeks ago

    Lévis, QC, Desjardins, Canada National Bank Full time

    A career as Financial Services Representative in Investments at National Bank is an opportunity to create a positive impact for our clients. In this role, you’ll support Financial Planners in all their administrative investment activities, while participating in business development activities with clients. Your job: Optimize interactions with clients...

  • Financial Services Agent

    1 month ago

    Mascouche, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Customer Service Representative

    1 day ago

    Mascouche, Canada BMO Financial Group Full time

    825 Montee Masson Mascouche Quebec,J7K 3G1 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Client Service Representative

    5 days ago

    Mascouche, QC, Canada MSI Full time

    Summary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection. Work Hours : Monday – Friday 8am-5pm, and alternating Saturdays Build and maintain company customer relationships. Assist customers in determining order requirements or services. Schedule trucking and...