Current jobs related to Financial Services Representative - Montreal, Quebec - CIBC
-
Financial Service Representative
3 weeks ago
Montreal, Quebec, Canada OTT Financial Group Full timeAbout OTT Financial GroupOTT Financial Group is a leading provider of financial services and investment solutions. We leverage cutting-edge fintech innovations to deliver exceptional financial advice and best-in-class wealth management to our clients and business partners.We are a dynamic and ambitious organization, empowering 5,000+ merchants and hundreds...
-
Financial Service Representative
3 weeks ago
Montreal, Quebec, Canada OTT Financial Group Full timeAbout OTT Financial GroupOTT Financial Group is a leading provider of financial services and investment solutions. We leverage cutting-edge fintech innovations to deliver exceptional financial advice and best-in-class wealth management to our clients and business partners.We are a dynamic and ambitious organization, empowering 5,000+ merchants and hundreds...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"h2": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"h2": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"h1": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full time{"h1": "Prosper Advisor Role at Sun Life Financial", "p": "As a Prosper Advisor at Sun Life Financial, you will have the opportunity to make a meaningful impact in the lives of individuals, families, and communities around the world. Our dynamic team is passionate about sharing knowledge and expertise to help clients achieve lifetime financial security and...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Prosper AdvisorSun Life is seeking a talented and motivated Prosper Advisor to join our dynamic team. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and live healthier lives.About the RoleCollaborate with a team of experts to provide holistic Life, Health, and Wealth...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada Sun Life Financial Full timeUnlock Your Potential as a Prosper AdvisorSun Life is seeking a talented and motivated Prosper Advisor to join our dynamic team. As a key member of our team, you will play a vital role in helping clients achieve their financial goals and live healthier lives.About the RoleCollaborate with a team of experts to provide holistic Life, Health, and Wealth...
-
Financial Services Representative
4 days ago
Montreal, Quebec, Canada TEKsystems Full time**Financial Services Representative Wanted in Montreal, QC** **Summary:** Bilingual representative needed to handle client inquiries and provide service excellence in a call centre environment. Our client, a Human Resources and Financial services company, is seeking a bilingual Financial Services Representative to join their team in Montreal, QC. The...
-
Customer Service Representative
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a skilled Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for delivering exceptional customer experiences through phone, email, and other communication channels.About the RoleWe're seeking a highly motivated and customer-focused individual...
-
Customer Service Representative
4 days ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're looking for a skilled Customer Service Representative to join our team. As a key member of our customer service team, you'll be responsible for delivering exceptional customer experiences through phone, email, and other communication channels.About the RoleWe're seeking a highly motivated and customer-focused individual...
-
Financial Services Representative
3 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Banque Nationale. As a key member of our banking team, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand...
-
Financial Services Representative
3 weeks ago
Montreal, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Banque Nationale. As a key member of our banking team, you will be responsible for providing exceptional client service and support to our customers.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand...
-
Financial Services Representative
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAt Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...
-
Financial Services Representative
2 weeks ago
Montreal, Quebec, Canada Desjardins Full timeAt Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...
-
Financial Services Representative
7 days ago
Montreal, Quebec, Canada Desjardins Full timeAt Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...
-
Financial Services Representative
7 days ago
Montreal, Quebec, Canada Desjardins Full timeAt Desjardins, we're committed to helping our members achieve their financial goals. As a Financial Services Representative, you'll play a key role in providing exceptional customer service and delivering tailored financial solutions to meet their needs.Main Responsibilities:Work collaboratively with personal finance advisors to enhance the service offered...
-
Customer Service Representative
3 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're committed to helping our customers succeed. As a Customer Service Representative, you'll play a vital role in delivering exceptional service and support to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service Representative, you'll be...
-
Customer Service Representative
3 weeks ago
Montreal, Quebec, Canada Intact Financial Corporation Full timeAt Intact Financial Corporation, we're committed to helping our customers succeed. As a Customer Service Representative, you'll play a vital role in delivering exceptional service and support to our clients.About the RoleWe're seeking a highly motivated and customer-focused individual to join our team. As a Customer Service Representative, you'll be...
-
Financial Services Representative
3 days ago
Montreal, Quebec, Canada TEKsystems Full timeFinancial Services RepresentativeWe are seeking a highly skilled and bilingual Financial Services Representative to join our team in Montreal, QC. As a key member of our Financial Services Call Centre, you will be responsible for handling internal and external requests in a centralized call centre environment.Key Responsibilities:Handle inbound and outbound...
Financial Services Representative
3 months ago
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 and what they contribute.
To learn more about CIBC, please visitJob Description:
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 Universal Banker, you'll proactively engage with clients and leverage CIBC's best-in-class mobile and online banking options to 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.
- At CIBC we enable the work environment most optimal for you to thrive in your role. _
- To successfully perform the work, you'll be onsite fulltime._
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 technology, 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.
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 connect with others through respect and authenticity.- You love to learn. You're passionate about growing your knowledge.You have a strong sense of curiosity.- 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.- You're a certified professional.You have current accreditation and good standing Mutual Funds License (Canadian Securities Course or Investment Funds In Canada).- Values matter to you.
You bring your real self to work and you live our values - trust, teamwork, and accountability.What CIBC offers
At CIBC, 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 aspire to give you a career, rather than just a paycheck.- We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan and MomentMakers, our social, points-based recognition program- Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients- 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
What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
Kirkland-Saint-Charles & Hymus
Employment Type
Regular
Weekly Hours
37.5
Skills:
Client Relationship, Customer Experience (CX), Digital Literacy, Financial Products, Financial Services, Goal Planning, Outbound Calls, Problem Solving, Regulatory Requirements, Results-Oriented
