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Reposted 2 Days AgoSaved
Laval, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Client Experience Representative, you will engage clients in conversation, assist with banking needs, and connect them to appropriate team members while leveraging technology for effective service.
Top Skills: MS Office
2 Days AgoSaved
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you'll manage client portfolios, provide tailored financial advice, and engage in business development to grow client relationships and community involvement.
Top Skills: Financial PlanningInvestmentsLendingTaxation Fundamentals
3 Days AgoSaved
Montréal, QC, CAN
Senior level
Senior level
Fintech • Payments • Financial Services
The Director will distribute Canadian Depositary Receipts, build client relationships, and work closely with sales teams while analyzing market activities.
Top Skills: Financial MarketsInvestments
4 Days AgoSaved
Beloeil, QC, CAN
Entry level
Entry level
Fintech • Payments • Financial Services
As a Financial Services Associate, you will support Financial Advisors and assist clients in achieving their financial goals through engagement and organizational skills.
Top Skills: MS Office
5 Days AgoSaved
Châteauguay, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As a Manager of Client Advice, you'll coach a team focused on delivering an exceptional client experience while overseeing performance and resolving issues. You'll mentor team members and advocate for the bank in the community.
Top Skills: Branch Compliance Officer'S CourseBranch Managers Examination CourseCanadian Securities CourseCertified Financial PlannerConducts & Practices HandbookInvestment Funds In CanadaMS OfficeMutual Funds LicenseWealth Management Essentials
5 Days AgoSaved
Saint-Léonard, Montréal, QC, CAN
Mid level
Mid level
Fintech • Payments • Financial Services
As a Manager in Client Advice, you'll coach a team to deliver exceptional client experiences, deepen relationships, and drive business results in a collaborative environment.
Top Skills: Branch Compliance Officer'S CourseBranch Managers Examination CourseCanadian Securities CourseCertified Financial PlannerConducts & Practices HandbookInvestment Funds In CanadaMS OfficeMutual Funds LicenseWealth Management Essentials
6 Days AgoSaved
Côte-Saint-Luc, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
You will manage a client portfolio, provide financial advice, and enhance CIBC's brand through community involvement and personal client relationships.
Top Skills: Estate PlanningFinancial PlanningInvestmentsLendingMarketing
Reposted 6 Days AgoSaved
Châteauguay, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Services Representative, you will engage clients, understand their financial goals, and recommend suitable products to enhance their financial success while maintaining strong relationships and utilizing technology for better service.
Top Skills: MS OfficeMobile Banking Applications
Reposted 6 Days AgoSaved
Montréal, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you will manage client portfolios, provide financial advice, develop new business, and enhance CIBC's brand through community involvement.
7 Days AgoSaved
Pointe-Claire, QC, CAN
Junior
Junior
Fintech • Payments • Financial Services
As a Financial Advisor, you will build client relationships, provide tailored financial advice, and engage in business development to grow your portfolio.
Top Skills: Amf LicensingCanadian Securities CourseCsi/Icb Investment And Taxation Fundamentals CourseCsi/Icb Legal & Ethical Aspects Of Financial Planning CourseFinancial PlanningInvestment Funds In Canada CourseRegistered Retirement Consultant
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